Back to MA
MCCARTER PRIVATE WEALTH SERVICES LLC → MA
MCCARTER PRIVATE WEALTH SERVICES LLC MA Position History
Mastercard Incorporated • Services
Quarters held
8
Latest value
$5.5M
Q3 2026
Peak value
$6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $378K |
| Q4 2025 | $6M |
| Q1 2026 | $331K |
| Q1 2026 | $5.1M |
| Q2 2026 | $341K |
| Q2 2026 | $5.2M |
| Q3 2026 | $366K |
| Q3 2026 | $5.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.5M | 9.9K | — | — |
| Q3 2026 | $366K | 663 | — | — |
| Q2 2026 | $5.2M | 10.1K | — | — |
| Q2 2026 | $341K | 663 | — | — |
| Q1 2026 | $5.1M | 10.2K | — | — |
| Q1 2026 | $331K | 663 | — | — |
| Q4 2025 | $6M | 10.4K | — | — |
| Q4 2025 | $378K | 663 | — | — |