Ownership history in Bellwether Advisors, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Bellwether Advisors, LLC reported a position in MASTERCARD INCORPORATED CL A (MA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 3,765 | -950 | -20.1% | 0.35% | $2.1M | $567.21 |
| 2025 Q2 | ADDED | 4,715 | +4,534 | +2505.0% | 0.45% | $2.6M | $559.60 |
| 2025 Q1 | UNCHANGED | 181 | — | 0% | 0.02% | $99K | $544.97 |
| 2024 Q4 | REDUCED | 181 | -3,790 | -95.4% | 0.02% | $95K | $522.78 |
| 2023 Q3 | ADDED | 3,971 | +3,808 | +2336.2% | 0.43% | $1.6M | $390.23 |
| 2023 Q1 | REDUCED | 163 | -2,472 | -93.8% | 0.02% | $59K | $357.12 |
| 2022 Q4 | ADDED | 2,635 | +2,574 | +4219.7% | 0.27% | $916K | $341.16 |
| 2022 Q3 | ADDED | 61 | +45 | +281.2% | 0.01% | $17K | $278.52 |
| 2022 Q2 | REDUCED | 16 | -43 | -72.9% | 0.00% | $5K | $308.55 |
| 2022 Q1 | UNCHANGED | 59 | — | 0% | 0.01% | $21K | $349.04 |
As of 2025 Q4 — sorted by position size