A detailed history of Amplius Wealth Advisors, LLC transactions in Mastercard Inc stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 1,407 shares of MA stock, worth $732,850. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,407
Previous 1,412 0.35%
Holding current value
$732,850
Previous $622,000 11.58%
% of portfolio
0.09%
Previous 0.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$429.6 - $500.99 $2,148 - $2,504
-5 Reduced 0.35%
1,407 $694,000
Q1 2024

Apr 16, 2024

BUY
$418.77 - $488.64 $7,537 - $8,795
18 Added 1.29%
1,412 $679,000
Q4 2023

Jan 10, 2024

SELL
$364.08 - $426.51 $9,466 - $11,089
-26 Reduced 1.83%
1,394 $594,000
Q3 2023

Oct 17, 2023

BUY
$388.68 - $417.13 $1,943 - $2,085
5 Added 0.35%
1,420 $562,000
Q2 2023

Jul 26, 2023

SELL
$360.14 - $393.3 $3,601 - $3,933
-10 Reduced 0.7%
1,415 $556,000
Q1 2023

Apr 25, 2023

BUY
$344.71 - $382.39 $20,337 - $22,561
59 Added 4.32%
1,425 $517,000
Q4 2022

Jan 19, 2023

BUY
$286.05 - $361.17 $12,586 - $15,891
44 Added 3.33%
1,366 $0
Q3 2022

Nov 10, 2022

BUY
$284.34 - $359.95 $375,897 - $475,853
1,322 New
1,322 $376,000
Q1 2022

May 09, 2022

SELL
$312.92 - $396.75 $98,256 - $124,579
-314 Closed
0 $0
Q4 2021

Jan 28, 2022

BUY
$306.28 - $369.56 $96,171 - $116,041
314 New
314 $112,000

Others Institutions Holding MA

About Mastercard Inc


  • Ticker MA
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 953,803,008
  • Market Cap $497B
  • Description
  • Mastercard Incorporated, a technology company, provides transaction processing and other payment-related products and services in the United States and internationally. It facilitates the processing of payment transactions, including authorization, clearing, and settlement, as well as delivers other payment-related products and services. The com...
More about MA
Track This Portfolio

Track Amplius Wealth Advisors, LLC Portfolio

Follow Amplius Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Amplius Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.