A detailed history of Kingswood Wealth Advisors, LLC transactions in Mastercard Inc stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 10,212 shares of MA stock, worth $5.32 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
10,212
Previous 9,036 13.01%
Holding current value
$5.32 Million
Previous $3.99 Billion 26.49%
% of portfolio
0.36%
Previous 0.36%

Shares

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

Oct 21, 2024

BUY
$429.6 - $500.99 $505,209 - $589,164
1,176 Added 13.01%
10,212 $5.04 Billion
Q2 2024

Jul 09, 2024

BUY
$441.1 - $479.43 $221,873 - $241,153
503 Added 5.89%
9,036 $3.99 Billion
Q1 2024

Apr 15, 2024

SELL
$418.77 - $488.64 $111,392 - $129,978
-266 Reduced 3.02%
8,533 $4.11 Billion
Q4 2023

Jan 16, 2024

BUY
$364.08 - $426.51 $2.04 Million - $2.39 Million
5,593 Added 174.45%
8,799 $3.75 Billion
Q3 2023

Oct 23, 2023

SELL
$388.68 - $417.13 $57,913 - $62,152
-149 Reduced 4.44%
3,206 $3.3 Billion
Q2 2023

Aug 09, 2023

BUY
$360.14 - $393.3 $1.21 Million - $1.32 Million
3,355 New
3,355 $1.32 Billion

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 Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood 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 Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

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