A detailed history of Orgel Wealth Management, LLC transactions in Mastercard Inc stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 892 shares of MA stock, worth $443,948. This represents 0.01% of its overall portfolio holdings.

Number of Shares
892
Previous 801 11.36%
Holding current value
$443,948
Previous $385,000 2.08%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

BUY
$441.1 - $479.43 $40,140 - $43,628
91 Added 11.36%
892 $393,000
Q1 2024

Apr 15, 2024

SELL
$418.77 - $488.64 $24,288 - $28,341
-58 Reduced 6.75%
801 $385,000
Q4 2023

Jan 11, 2024

SELL
$364.08 - $426.51 $30,582 - $35,826
-84 Reduced 8.91%
859 $366,000
Q3 2023

Oct 26, 2023

BUY
$388.68 - $417.13 $55,192 - $59,232
142 Added 17.73%
943 $373,000
Q2 2020

Jul 31, 2020

BUY
$228.61 - $313.15 $183,116 - $250,833
801 New
801 $237,000
Q1 2020

Apr 28, 2020

SELL
$203.3 - $344.56 $162,843 - $275,992
-801 Closed
0 $0
Q2 2019

Jul 12, 2019

BUY
$235.91 - $266.79 $188,963 - $213,698
801 New
801 $212,000

Others Institutions Holding MA

About Mastercard Inc


  • Ticker MA
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 953,803,008
  • Market Cap $475B
  • 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 Orgel Wealth Management, LLC Portfolio

Follow Orgel Wealth Management, 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 Orgel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Orgel Wealth Management, LLC with notifications on news.