Number of Shares
18,339.00
Current Holdings Value*
$10.05 Mil
% of Portfolio
3.74%
Total Estimate Gain
$3.48 Mil
% of Total Estimate Gain
24.51%

Union Heritage Capital, LLC's Mastercard Inc Holding Summary

As of 2025-03-31, Union Heritage Capital, LLC held 18,339.00 shares of Mastercard Inc(MA), totaling $10.05 Mil. This investment constitutes 3.74% of their stock portfolio, and Union Heritage Capital, LLC now holds 0% of the outstanding Mastercard Inc(MA) stock.

The initial trade took place in 2021Q1. And since then Union Heritage Capital, LLC has made 1 purchases of MA, at an average price of $360.71, for a total of 39,399.00 shares. In addition, there have been 5 sales at an average price of $353.64 for 21,060.00 shares. Based on historical transaction data and MA's current price of $558.76, Union Heritage Capital, LLC's estimated gain on his MA holdings is $3.48 Mil, reflecting a 24.51% gain to date.

Union Heritage Capital, LLC MA ($558.76) Holding Chart

Union Heritage Capital, LLC MA ($558.76) 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 %

Top Ranked Articles

  • 1