MasterCard Incorporated shares owned by TruWealth Advisors
Quarter-by-quarter ownership of MasterCard Incorporated (MA) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in MasterCard Incorporated
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Quarterly reported holdings in MasterCard Incorporated by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $713k | 1.2k | 570.99 |
| 2025-09-30 | $782k | 1.4k | 568.97 |
| 2025-06-30 | $617k | 1.1k | 561.92 |
| 2025-03-31 | $618k | 1.1k | 547.95 |
| 2024-12-31 | $601k | 1.1k | 526.34 |
| 2024-09-30 | $556k | 1.1k | 493.85 |
| 2024-06-30 | $529k | 1.2k | 441.14 |
| 2024-03-31 | $573k | 1.2k | 481.49 |
| 2023-12-31 | $507k | 1.2k | 426.38 |
| 2023-09-30 | $480k | 1.2k | 396.06 |
| 2023-06-30 | $487k | 1.2k | 393.39 |
| 2023-03-31 | $450k | 1.2k | 363.44 |
| 2022-12-31 | $426k | 1.2k | 347.71 |
| 2022-09-30 | $350k | 1.2k | 284.09 |
| 2022-06-30 | $424k | 1.3k | 315.48 |
| 2022-03-31 | $472k | 1.3k | 357.03 |
| 2021-12-31 | $1.7M | 4.7k | 359.36 |
| 2021-09-30 | $1.5M | 4.4k | 347.63 |
| 2021-06-30 | $1.5M | 4.2k | 365.06 |
| 2021-03-31 | $1.4M | 4.0k | 356.07 |
| 2020-12-31 | $1.3M | 3.7k | 356.91 |