BARTLETT & CO. WEALTH MANAGEMENT LLC MA Holdings History
BARTLETT & CO. WEALTH MANAGEMENT LLC's Mastercard Inc Holding Summary
As of 2025-03-31, BARTLETT & CO. WEALTH MANAGEMENT LLC held 333,345.00 shares of Mastercard Inc(MA), totaling $182.71 Mil. This investment constitutes 2.69% of their stock portfolio, and BARTLETT & CO. WEALTH MANAGEMENT LLC now holds 0.04% of the outstanding Mastercard Inc(MA) stock.
The initial trade took place in 2019Q1. And since then BARTLETT & CO. WEALTH MANAGEMENT LLC has made 11 purchases of MA, at an average price of $226.21, for a total of 409,038.00 shares. In addition, there have been 13 sales at an average price of $350.70 for 75,693.00 shares. Based on historical transaction data and MA's current price of $555.61, BARTLETT & CO. WEALTH MANAGEMENT LLC's estimated gain on his MA holdings is $119.23 Mil, reflecting a 128.85% gain to date.
BARTLETT & CO. WEALTH MANAGEMENT LLC MA ($555.61) Holding Chart
BARTLETT & CO. WEALTH MANAGEMENT LLC MA ($555.61) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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