MCCARTER PRIVATE WEALTH SERVICES LLC MA Holdings History
Number of Shares
12,700.00
Current Holdings Value*
$6.96 Mil
% of Portfolio
4.56%
Total Estimate Gain
$1.17 Mil
% of Total Estimate Gain
18.56%
MCCARTER PRIVATE WEALTH SERVICES LLC's Mastercard Inc Holding Summary
As of 2025-03-31, MCCARTER PRIVATE WEALTH SERVICES LLC held 12,700.00 shares of Mastercard Inc(MA), totaling $6.96 Mil. This investment constitutes 4.56% of their stock portfolio, and MCCARTER PRIVATE WEALTH SERVICES LLC now holds 0% of the outstanding Mastercard Inc(MA) stock.
The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $530.72 for 819.00 shares. Based on historical transaction data and MA's current price of $552.66, MCCARTER PRIVATE WEALTH SERVICES LLC's estimated gain on his MA holdings is $1.17 Mil, reflecting a 18.56% gain to date.
MCCARTER PRIVATE WEALTH SERVICES LLC MA ($552.66) Holding Chart
MCCARTER PRIVATE WEALTH SERVICES 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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