A detailed history of Institute For Wealth Management, Llc. transactions in Mastercard Inc stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 9,939 shares of MA stock, worth $4.38 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
9,939
Previous 10,132 1.9%
Holding current value
$4.38 Million
Previous $4.32 Million 10.76%
% of portfolio
0.62%
Previous 0.71%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

SELL
$418.77 - $488.64 $80,822 - $94,307
-193 Reduced 1.9%
9,939 $4.79 Million
Q4 2023

Jan 31, 2024

SELL
$364.08 - $426.51 $14,563 - $17,060
-40 Reduced 0.39%
10,132 $4.32 Million
Q3 2023

Oct 13, 2023

BUY
$388.68 - $417.13 $38,090 - $40,878
98 Added 0.97%
10,172 $4.03 Million
Q2 2023

Jul 25, 2023

SELL
$360.14 - $393.3 $96,517 - $105,404
-268 Reduced 2.59%
10,074 $3.96 Million
Q1 2023

Apr 20, 2023

SELL
$344.71 - $382.39 $77,559 - $86,037
-225 Reduced 2.13%
10,342 $3.76 Million
Q4 2022

Feb 02, 2023

SELL
$286.05 - $361.17 $23,170 - $29,254
-81 Reduced 0.76%
10,567 $3.67 Million
Q3 2022

Oct 18, 2022

BUY
$284.34 - $359.95 $6,255 - $7,918
22 Added 0.21%
10,648 $3.03 Million
Q2 2022

Jul 25, 2022

BUY
$308.78 - $378.83 $12,968 - $15,910
42 Added 0.4%
10,626 $3.35 Million
Q1 2022

Apr 29, 2022

BUY
$312.92 - $396.75 $13,142 - $16,663
42 Added 0.4%
10,584 $3.78 Million
Q4 2021

Jan 21, 2022

BUY
$306.28 - $369.56 $56,968 - $68,738
186 Added 1.8%
10,542 $3.79 Million
Q3 2021

Nov 15, 2021

BUY
$337.38 - $393.26 $192,981 - $224,944
572 Added 5.85%
10,356 $3.6 Million
Q2 2021

Jul 21, 2021

BUY
$356.62 - $395.65 $72,037 - $79,921
202 Added 2.11%
9,784 $3.57 Million
Q1 2021

May 04, 2021

BUY
$315.49 - $384.38 $67,514 - $82,257
214 Added 2.28%
9,582 $3.41 Million
Q4 2020

Feb 01, 2021

BUY
$288.64 - $356.94 $207,820 - $256,996
720 Added 8.33%
9,368 $3.34 Million
Q3 2020

Nov 03, 2020

BUY
$290.18 - $366.12 $82,701 - $104,344
285 Added 3.41%
8,648 $2.92 Million
Q2 2020

Jul 30, 2020

BUY
$228.61 - $313.15 $173,057 - $237,054
757 Added 9.95%
8,363 $2.47 Million
Q1 2020

Apr 29, 2020

BUY
$203.3 - $344.56 $33,341 - $56,507
164 Added 2.2%
7,606 $1.84 Million
Q4 2019

Feb 27, 2020

BUY
$260.85 - $300.74 $1.36 Million - $1.57 Million
5,220 Added 234.92%
7,442 $2.22 Million
Q4 2019

Jan 27, 2020

SELL
$260.85 - $300.74 $1.27 Million - $1.46 Million
-4,856 Reduced 68.61%
2,222 $2.22 Million
Q3 2019

Oct 28, 2019

SELL
$256.84 - $292.08 $4,366 - $4,965
-17 Reduced 0.24%
7,078 $1.92 Million
Q2 2019

Aug 02, 2019

BUY
$235.91 - $266.79 $25,950 - $29,346
110 Added 1.57%
7,095 $1.88 Million
Q1 2019

May 15, 2019

SELL
$181.18 - $235.87 $32,974 - $42,928
-182 Reduced 2.54%
6,985 $1.65 Million
Q4 2018

Feb 08, 2019

BUY
$174.65 - $223.77 $1.25 Million - $1.6 Million
7,167 New
7,167 $1.35 Million
Q1 2018

May 15, 2018

SELL
$151.91 - $183.24 $962,046 - $1.16 Million
-6,333 Closed
0 $0
Q4 2017

Feb 12, 2018

BUY
$141.82 - $154.19 $898,146 - $976,485
6,333 New
6,333 $960,000
Q3 2017

Nov 14, 2017

SELL
$127.67 - $142.49 $803,937 - $897,259
-6,297 Closed
0 $0
Q2 2017

Aug 14, 2017

BUY
N/A
6,297
6,297 $761,000

Others Institutions Holding MA

About Mastercard Inc


  • Ticker MA
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 953,803,008
  • Market Cap $421B
  • 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
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