Transform Wealth, LLC’s Mastercard Incorporated Position
Does Transform Wealth, LLC own Mastercard Incorporated (MA)? Yes — 25.0K shares worth $14M (+0.83% of its 13F portfolio) as of Q1 2025, up from 15.7K shares the prior filed quarter.
Position Value
$14M
Q1 2025
Shares
25.0K
% of Portfolio
+0.83%
Quarters Held
26
currently held
Position History MA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2025 | 25.0K | $14M | +0.83% |
| Q4 2024 | 15.7K | $8M | +0.46% |
| Q3 2024 | 15.1K | $7M | +0.49% |
| Q2 2024 | 14.9K | $7M | +0.49% |
| Q1 2024 | 14.4K | $7M | +0.66% |
| Q4 2023 | 15.9K | $7M | +0.66% |
| Q3 2023 | 16.0K | $6M | +0.67% |
| Q2 2023 | 15.8K | $6M | +0.56% |
| Q1 2023 | 5.1K | $2M | +0.17% |
| Q4 2022 | 5.1K | $2M | +0.20% |
| Q3 2022 | 4.9K | $1M | +0.18% |
| Q2 2022 | 5.3K | $2M | +0.25% |
| Q1 2022 | 6.0K | $2M | +0.24% |
| Q4 2021 | 6.4K | $2M | +0.24% |
| Q3 2021 | 6.9K | $2M | +0.28% |
| Q2 2021 | 7.0K | $3M | +0.31% |
| Q1 2021 | 7.5K | $3M | +0.54% |
| Q4 2020 | 13.7K | $5M | +1.02% |
| Q3 2020 | 20.9K | $7M | +1.14% |
| Q2 2020 | 20.6K | $6M | +1.04% |
| Q1 2020 | 20.2K | $5M | +1.04% |
| Q4 2019 | 18.7K | $6M | +0.89% |
| Q3 2019 | 15.8K | $4M | +0.76% |
| Q2 2019 | 10.0K | $3M | +0.39% |
| Q1 2019 | 2.1K | $498,000 | +0.09% |
| Q4 2018 | 1.9K | $351,000 | +0.07% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Transform Wealth, LLC’s full portfolio or all institutional holders of MA.