MasterCard Incorporated shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of MasterCard Incorporated (MA) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in MasterCard Incorporated
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Quarterly reported holdings in MasterCard Incorporated by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $372k | 872 | 426.51 |
| 2023-09-30 | $493k | 1.3k | 388.87 |
| 2023-06-30 | $389k | 988 | 393.30 |
| 2023-03-31 | $359k | 988 | 363.41 |
| 2022-12-31 | $344k | 988 | 347.73 |
| 2022-09-30 | $316k | 988 | 319.84 |
| 2022-06-30 | $397k | 1.2k | 344.02 |
| 2022-03-31 | $460k | 1.3k | 357.70 |
| 2021-12-31 | $480k | 1.3k | 375.59 |
| 2021-09-30 | $449k | 1.3k | 347.52 |
| 2021-06-30 | $508k | 1.4k | 365.20 |
| 2021-03-31 | $497k | 1.4k | 357.30 |
| 2020-12-31 | $504k | 1.5k | 338.26 |
| 2020-09-30 | $403k | 1.4k | 289.72 |
| 2020-06-30 | $461k | 1.5k | 299.93 |
| 2020-03-31 | $409k | 1.5k | 266.10 |
| 2019-12-31 | $548k | 1.7k | 315.49 |
| 2019-09-30 | $503k | 1.8k | 275.92 |
| 2019-06-30 | $666k | 2.5k | 264.50 |
| 2019-03-31 | $489k | 2.0k | 238.77 |
| 2018-12-31 | $386k | 2.0k | 188.48 |
| 2018-09-30 | $251k | 1.3k | 199.84 |
| 2018-06-30 | $317k | 1.8k | 175.04 |
| 2018-03-31 | $317k | 1.8k | 175.04 |
| 2017-12-31 | $254k | 1.7k | 151.46 |
| 2017-09-30 | $261k | 1.8k | 141.23 |
| 2017-06-30 | $227k | 1.9k | 121.46 |
| 2017-03-31 | $200k | 1.8k | 112.42 |
| 2016-03-31 | $246k | 2.6k | 94.36 |
| 2015-12-31 | $254k | 2.6k | 97.43 |
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