A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Mastercard Inc stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 1,423 shares of MA stock, worth $741,183. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,423
Previous 1,403 1.43%
Holding current value
$741,183
Previous $618,000 13.59%
% of portfolio
0.18%
Previous 0.17%

Shares

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

Nov 08, 2024

BUY
$429.6 - $500.99 $8,592 - $10,019
20 Added 1.43%
1,423 $702,000
Q1 2024

May 03, 2024

SELL
$418.77 - $488.64 $83,754 - $97,728
-200 Reduced 12.48%
1,403 $675,000
Q4 2023

Feb 02, 2024

BUY
$364.08 - $426.51 $63,714 - $74,639
175 Added 12.25%
1,603 $683,000
Q3 2023

Nov 03, 2023

BUY
$388.68 - $417.13 $7,773 - $8,342
20 Added 1.42%
1,428 $565,000
Q1 2023

Apr 27, 2023

BUY
$344.71 - $382.39 $51,706 - $57,358
150 Added 11.92%
1,408 $511,000
Q4 2022

Feb 08, 2023

BUY
$286.05 - $361.17 $28,605 - $36,117
100 Added 8.64%
1,258 $437,000
Q3 2022

Nov 04, 2022

SELL
$284.34 - $359.95 $5,686 - $7,199
-20 Reduced 1.7%
1,158 $329,000
Q1 2022

May 11, 2022

SELL
$312.92 - $396.75 $9,387 - $11,902
-30 Reduced 2.48%
1,178 $421,000
Q3 2021

Oct 21, 2021

BUY
$337.38 - $393.26 $46,895 - $54,663
139 Added 13.0%
1,208 $420,000
Q1 2021

May 07, 2021

BUY
$315.49 - $384.38 $6,309 - $7,687
20 Added 1.91%
1,069 $381,000
Q4 2020

Feb 12, 2021

BUY
$288.64 - $356.94 $8,659 - $10,708
30 Added 2.94%
1,049 $374,000
Q3 2020

Nov 03, 2020

BUY
$290.18 - $366.12 $4,352 - $5,491
15 Added 1.49%
1,019 $345,000
Q2 2020

Jul 15, 2020

BUY
$228.61 - $313.15 $229,524 - $314,402
1,004 New
1,004 $291,000

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
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