Number of Shares
24,437.00
Current Holdings Value*
$13.73 Mil
% of Portfolio
2.55%
Total Estimate Gain
$9.58 Mil
% of Total Estimate Gain
152.40%

Perennial Advisors, LLC's Mastercard Inc Holding Summary

As of 2025-06-30, Perennial Advisors, LLC held 24,437.00 shares of Mastercard Inc(MA), totaling $13.73 Mil. This investment constitutes 2.55% of their stock portfolio, and Perennial Advisors, LLC now holds 0% of the outstanding Mastercard Inc(MA) stock.

The initial trade took place in 2018Q2. And since then Perennial Advisors, LLC has made 13 purchases of MA, at an average price of $205.40, for a total of 30,605.00 shares. In addition, there have been 15 sales at an average price of $339.91 for 6,168.00 shares. Based on historical transaction data and MA's current price of $563.50, Perennial Advisors, LLC's estimated gain on his MA holdings is $9.58 Mil, reflecting a 152.40% gain to date.

Perennial Advisors, LLC MA ($563.50) Holding Chart

Perennial Advisors, LLC 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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