MasterCard Incorporated shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of MasterCard Incorporated (MA) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in MasterCard Incorporated
Tip: Access up to 7 years of quarterly data
All positions including MasterCard Incorporated held by Walled Lake Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in MasterCard Incorporated by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 5.9k | 568.85 |
| 2025-06-30 | $3.3M | 5.9k | 561.93 |
| 2025-03-31 | $3.2M | 5.9k | 548.10 |
| 2024-12-31 | $3.1M | 5.9k | 526.54 |
| 2024-09-30 | $2.9M | 5.9k | 493.78 |
| 2024-06-30 | $2.6M | 5.9k | 441.18 |
| 2024-03-31 | $2.8M | 5.9k | 481.54 |
| 2023-09-30 | $2.3M | 5.9k | 395.88 |
| 2023-06-30 | $2.3M | 5.8k | 393.30 |
| 2023-03-31 | $2.1M | 5.9k | 363.43 |
| 2022-09-30 | $1.7M | 5.9k | 284.25 |
| 2022-06-30 | $2.5M | 7.8k | 315.53 |
| 2022-03-31 | $2.8M | 7.9k | 357.43 |
| 2021-12-31 | $2.9M | 7.9k | 359.34 |
| 2021-09-30 | $2.8M | 7.9k | 347.63 |
| 2021-06-30 | $2.9M | 7.9k | 365.06 |
| 2021-03-31 | $2.8M | 7.9k | 356.11 |
| 2020-12-31 | $2.8M | 7.9k | 356.89 |
| 2020-09-30 | $2.7M | 7.9k | 338.18 |
| 2020-06-30 | $2.3M | 7.9k | 295.64 |
| 2020-03-31 | $1.9M | 7.9k | 241.54 |
| 2019-12-31 | $3.2M | 11k | 298.60 |
More positions owned by Walled Lake Planning & Wealth Management
View all positions for Walled Lake Planning & Wealth Management