Number of Shares
7,525.00
Current Holdings Value*
$4.12 Mil
% of Portfolio
2.78%
Total Estimate Gain
$1.80 Mil
% of Total Estimate Gain
21.93%

PETERSON WEALTH MANAGEMENT's Mastercard Inc Holding Summary

As of 2025-03-31, PETERSON WEALTH MANAGEMENT held 7,525.00 shares of Mastercard Inc(MA), totaling $4.12 Mil. This investment constitutes 2.78% of their stock portfolio, and PETERSON WEALTH MANAGEMENT now holds 0% of the outstanding Mastercard Inc(MA) stock.

The initial trade took place in 2019Q4. And since then PETERSON WEALTH MANAGEMENT has made 10 purchases of MA, at an average price of $354.83, for a total of 23,170.00 shares. In addition, there have been 8 sales at an average price of $369.69 for 15,645.00 shares. Based on historical transaction data and MA's current price of $563.50, PETERSON WEALTH MANAGEMENT's estimated gain on his MA holdings is $1.80 Mil, reflecting a 21.93% gain to date.

PETERSON WEALTH MANAGEMENT MA ($563.50) Holding Chart

PETERSON WEALTH MANAGEMENT MA ($563.50) 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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