Connectus Wealth, LLC MA Holdings History

Number of Shares
307,142.00
Current Holdings Value*
$110.86 Mil
% of Portfolio
3.06%
Total Estimate Gain
$65.95 Mil
% of Total Estimate Gain
37.87%

Connectus Wealth, LLC's Mastercard Inc Holding Summary

As of 2024-03-31, Connectus Wealth, LLC held 307,142.00 shares of Mastercard Inc(MA), totaling $110.86 Mil. This investment constitutes 3.06% of their stock portfolio, and Connectus Wealth, LLC now holds 0.03% of the outstanding Mastercard Inc(MA) stock.

The initial trade took place in 2021Q1. And since then Connectus Wealth, LLC has made 6 purchases of MA, at an average price of $355.14, for a total of 490,359.00 shares. In addition, there have been 6 sales at an average price of $383.99 for 183,217.00 shares. Based on historical transaction data and MA's current price of $552.66, Connectus Wealth, LLC's estimated gain on his MA holdings is $65.95 Mil, reflecting a 37.87% gain to date.

Connectus Wealth, LLC MA ($552.66) Holding Chart

Connectus Wealth, 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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