Ownership history in Geller Advisors LLC · 56 quarters on record
This page tracks every 13F SEC filing in which Geller Advisors LLC reported a position in MASTERCARD INC 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) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | REDUCED | 7,921 | -36 | -0.5% | 0.27% | $4.2M | $522.78 |
| 2024 Q3 | REDUCED | 7,957 | -2,226 | -21.9% | 0.27% | $3.9M | $489.59 |
| 2024 Q2 | ADDED | 10,183 | +5,191 | +104.0% | 0.33% | $4.5M | $436.75 |
| 2024 Q1 | ADDED | 4,992 | +403 | +8.8% | 0.19% | $2.4M | $476.10 |
| 2023 Q4 | ADDED | 4,589 | +37 | +0.8% | 0.19% | $2.0M | $421.00 |
| 2023 Q3 | REDUCED | 4,552 | -1,674 | -26.9% | 0.21% | $1.8M | $390.23 |
| 2023 Q2 | ADDED | 6,226 | +2,675 | +75.3% | 0.31% | $2.4M | $387.10 |
| 2023 Q1 | ADDED | 3,551 | +362 | +11.4% | 0.19% | $1.3M | $357.12 |
| 2022 Q4 | REDUCED | 3,189 | -199 | -5.9% | 0.19% | $1.1M | $341.16 |
| 2022 Q3 | ADDED | 3,388 | +152 | +4.7% | 0.21% | $963K | $278.52 |
As of 2025 Q4 — sorted by position size