A detailed history of Wealth Effects LLC transactions in Mastercard Inc stock. As of the latest transaction made, Wealth Effects LLC holds 518 shares of MA stock, worth $277,497. This represents 0.1% of its overall portfolio holdings.

Number of Shares
518
Previous 548 5.47%
Holding current value
$277,497
Previous $241,000 5.81%
% of portfolio
0.1%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$429.6 - $500.99 $12,888 - $15,029
-30 Reduced 5.47%
518 $255,000
Q1 2024

Apr 22, 2024

SELL
$418.77 - $488.64 $23,869 - $27,852
-57 Reduced 9.42%
548 $263,000
Q4 2023

Jan 29, 2024

BUY
$364.08 - $426.51 $20,024 - $23,458
55 Added 10.0%
605 $258,000
Q2 2023

Jul 18, 2023

BUY
$360.14 - $393.3 $198,077 - $216,315
550 New
550 $216,000
Q2 2022

Aug 03, 2022

SELL
$308.78 - $378.83 $175,695 - $215,554
-569 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$306.28 - $369.56 $174,273 - $210,279
569 New
569 $204,000

Others Institutions Holding MA

About Mastercard Inc


  • Ticker MA
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 953,803,008
  • Market Cap $511B
  • Description
  • Mastercard Incorporated, a technology company, provides transaction processing and other payment-related products and services in the United States and internationally. It facilitates the processing of payment transactions, including authorization, clearing, and settlement, as well as delivers other payment-related products and services. The com...
More about MA
Track This Portfolio

Track Wealth Effects LLC Portfolio

Follow Wealth Effects LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Effects LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Effects LLC with notifications on news.