Number of Shares
124,891.00
Current Holdings Value*
$68.46 Mil
% of Portfolio
3.65%
Total Estimate Gain
$118.92 Mil
% of Total Estimate Gain
244.63%

Obermeyer Wealth Partners's Mastercard Inc Holding Summary

As of 2025-03-31, Obermeyer Wealth Partners held 124,891.00 shares of Mastercard Inc(MA), totaling $68.46 Mil. This investment constitutes 3.65% of their stock portfolio, and Obermeyer Wealth Partners now holds 0.01% of the outstanding Mastercard Inc(MA) stock.

The initial trade took place in 2013Q4. And since then Obermeyer Wealth Partners has made 6 purchases of MA, at an average price of $82.29, for a total of 590,748.00 shares. In addition, there have been 32 sales at an average price of $210.28 for 465,857.00 shares. Based on historical transaction data and MA's current price of $557.03, Obermeyer Wealth Partners's estimated gain on his MA holdings is $118.92 Mil, reflecting a 244.63% gain to date.

Obermeyer Wealth Partners MA ($557.03) Holding Chart

Obermeyer Wealth Partners MA ($557.03) 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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