Number of Shares
334,210.00
Current Holdings Value*
$187.81 Mil
% of Portfolio
2.62%
Total Estimate Gain
$118.24 Mil
% of Total Estimate Gain
127.79%

BARTLETT & CO. WEALTH MANAGEMENT LLC's Mastercard Inc Holding Summary

As of 2025-03-31, BARTLETT & CO. WEALTH MANAGEMENT LLC held 334,210.00 shares of Mastercard Inc(MA), totaling $187.81 Mil. This investment constitutes 2.62% 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 $552.66, BARTLETT & CO. WEALTH MANAGEMENT LLC's estimated gain on his MA holdings is $118.24 Mil, reflecting a 127.79% gain to date.

BARTLETT & CO. WEALTH MANAGEMENT LLC MA ($552.66) Holding Chart

BARTLETT & CO. WEALTH MANAGEMENT LLC MA ($552.66) 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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