Jackson Wealth Management, LLC MA Holdings History
Jackson Wealth Management, LLC's Mastercard Inc Holding Summary
As of 2025-03-31, Jackson Wealth Management, LLC held 30,643.00 shares of Mastercard Inc(MA), totaling $16.80 Mil. This investment constitutes 2.84% of their stock portfolio, and Jackson Wealth Management, LLC now holds 0% of the outstanding Mastercard Inc(MA) stock.
The initial trade took place in 2014Q4. And since then Jackson Wealth Management, LLC has made 21 purchases of MA, at an average price of $289.46, for a total of 116,214.00 shares. In addition, there have been 10 sales at an average price of $327.10 for 85,571.00 shares. Based on historical transaction data and MA's current price of $552.66, Jackson Wealth Management, LLC's estimated gain on his MA holdings is $11.29 Mil, reflecting a 33.55% gain to date.
Jackson Wealth Management, LLC MA ($552.66) Holding Chart
Jackson 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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