CAPITAL & PLANNING, LLC MA Holdings History
Number of Shares
2,246.00
Current Holdings Value*
$1.23 Mil
% of Portfolio
0.91%
Total Estimate Gain
$55,516.36
% of Total Estimate Gain
4.59%
CAPITAL & PLANNING, LLC's Mastercard Inc Holding Summary
As of 2025-03-31, CAPITAL & PLANNING, LLC held 2,246.00 shares of Mastercard Inc(MA), totaling $1.23 Mil. This investment constitutes 0.91% of their stock portfolio, and CAPITAL & PLANNING, LLC now holds 0% of the outstanding Mastercard Inc(MA) stock.
The initial trade took place in 2024Q4. And since then CAPITAL & PLANNING, LLC has made 1 purchases of MA, at an average price of $538.78, for a total of 2,246.00 shares. Based on historical transaction data and MA's current price of $563.50, CAPITAL & PLANNING, LLC's estimated gain on his MA holdings is $55,516.36, reflecting a 4.59% gain to date.
CAPITAL & PLANNING, LLC MA ($563.50) Holding Chart
CAPITAL & PLANNING, LLC MA ($563.50) 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 % |
Top Ranked Articles
- 1