Evercore Wealth Management, LLC MA Holdings History
Evercore Wealth Management, LLC's Mastercard Inc Holding Summary
As of 2025-03-31, Evercore Wealth Management, LLC held 421,088.00 shares of Mastercard Inc(MA), totaling $230.81 Mil. This investment constitutes 3.71% of their stock portfolio, and Evercore Wealth Management, LLC now holds 0.05% of the outstanding Mastercard Inc(MA) stock.
The initial trade took place in 2014Q1. And since then Evercore Wealth Management, LLC has made 12 purchases of MA, at an average price of $86.22, for a total of 576,339.00 shares. In addition, there have been 24 sales at an average price of $303.62 for 155,251.00 shares. Based on historical transaction data and MA's current price of $569.24, Evercore Wealth Management, LLC's estimated gain on his MA holdings is $237.15 Mil, reflecting a 477.25% gain to date.
Evercore Wealth Management, LLC MA ($569.24) Holding Chart
Evercore Wealth Management, LLC MA ($569.24) 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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