MasterCard Incorporated shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of MasterCard Incorporated (MA) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in MasterCard Incorporated
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Quarterly reported holdings in MasterCard Incorporated by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $627k | 1.1k | 568.81 |
| 2025-06-30 | $619k | 1.1k | 561.94 |
| 2023-03-31 | $350k | 962 | 363.41 |
| 2022-12-31 | $544k | 1.6k | 347.73 |
| 2022-09-30 | $435k | 1.5k | 284.50 |
| 2022-06-30 | $483k | 1.5k | 315.69 |
| 2022-03-31 | $597k | 1.7k | 357.49 |
| 2021-12-31 | $638k | 1.8k | 359.44 |
| 2021-09-30 | $543k | 1.6k | 348.08 |
More positions owned by Summit Wealth & Retirement Planning
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