A detailed history of Morris Retirement Advisors, LLC transactions in Mastercard Inc stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 2,301 shares of MA stock, worth $1.21 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
2,301
Previous 2,780 17.23%
Holding current value
$1.21 Million
Previous $1.23 Million 7.34%
% of portfolio
0.63%
Previous 0.71%

Shares

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

Oct 03, 2024

SELL
$429.6 - $500.99 $205,778 - $239,974
-479 Reduced 17.23%
2,301 $1.14 Million
Q2 2024

Aug 06, 2024

SELL
$441.1 - $479.43 $13,233 - $14,382
-30 Reduced 1.07%
2,780 $1.23 Million
Q1 2024

May 03, 2024

SELL
$418.77 - $488.64 $96,317 - $112,387
-230 Reduced 7.57%
2,810 $1.35 Million
Q4 2023

Feb 12, 2024

BUY
$364.08 - $426.51 $849,762 - $995,474
2,334 Added 330.59%
3,040 $1.3 Million
Q3 2023

Nov 08, 2023

BUY
$388.68 - $417.13 $274,408 - $294,493
706 New
706 $279,000
Q4 2021

Feb 02, 2022

SELL
$306.28 - $369.56 $215,008 - $259,431
-702 Closed
0 $0
Q3 2021

Oct 28, 2021

BUY
$337.38 - $393.26 $20,242 - $23,595
60 Added 9.35%
702 $244,000
Q2 2021

Jul 29, 2021

SELL
$356.62 - $395.65 $14,264 - $15,826
-40 Reduced 5.87%
642 $234,000
Q1 2021

May 04, 2021

BUY
$315.49 - $384.38 $3,470 - $4,228
11 Added 1.64%
682 $243,000
Q4 2020

Feb 01, 2021

BUY
$288.64 - $356.94 $193,677 - $239,506
671 New
671 $240,000

Others Institutions Holding MA

About Mastercard Inc


  • Ticker MA
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 953,803,008
  • Market Cap $504B
  • 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 Morris Retirement Advisors, LLC Portfolio

Follow Morris Retirement 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 Morris Retirement Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morris Retirement Advisors, LLC with notifications on news.