Trajan Wealth LLC MA Holdings History

Number of Shares
116,317.00
Current Holdings Value*
$63.76 Mil
% of Portfolio
3.48%
Total Estimate Gain
$11.53 Mil
% of Total Estimate Gain
21.35%

Trajan Wealth LLC's Mastercard Inc Holding Summary

As of 2025-03-31, Trajan Wealth LLC held 116,317.00 shares of Mastercard Inc(MA), totaling $63.76 Mil. This investment constitutes 3.48% of their stock portfolio, and Trajan Wealth LLC now holds 0.01% of the outstanding Mastercard Inc(MA) stock.

The initial trade took place in 2024Q1. And since then Trajan Wealth LLC has made 4 purchases of MA, at an average price of $464.36, for a total of 116,317.00 shares. Based on historical transaction data and MA's current price of $563.50, Trajan Wealth LLC's estimated gain on his MA holdings is $11.53 Mil, reflecting a 21.35% gain to date.

Trajan Wealth LLC MA ($563.50) Holding Chart

Trajan Wealth 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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