Berkeley, Inc MA Holdings History

Number of Shares
11,463.00
Current Holdings Value*
$6.28 Mil
% of Portfolio
2.95%
Total Estimate Gain
$2.81 Mil
% of Total Estimate Gain
51.59%

Berkeley, Inc's Mastercard Inc Holding Summary

As of 2025-03-31, Berkeley, Inc held 11,463.00 shares of Mastercard Inc(MA), totaling $6.28 Mil. This investment constitutes 2.95% of their stock portfolio, and Berkeley, Inc now holds 0% of the outstanding Mastercard Inc(MA) stock.

The initial trade took place in 2020Q4. And since then Berkeley, Inc has made 5 purchases of MA, at an average price of $332.91, for a total of 16,385.00 shares. In addition, there have been 12 sales at an average price of $370.88 for 4,922.00 shares. Based on historical transaction data and MA's current price of $562.09, Berkeley, Inc's estimated gain on his MA holdings is $2.81 Mil, reflecting a 51.59% gain to date.

Berkeley, Inc MA ($562.09) Holding Chart

Berkeley, Inc MA ($562.09) 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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