Ownership history in Jackson Wealth Management, LLC · 44 quarters on record
This page tracks every 13F SEC filing in which Jackson Wealth Management, LLC reported a position in MASTERCARD INC COM (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 Q4 | ADDED | 31,587 | +1,120 | +3.7% | 1.76% | $18.0M | $570.02 |
| 2025 Q3 | ADDED | 30,467 | +413 | +1.4% | 1.73% | $17.3M | $567.21 |
| 2025 Q2 | REDUCED | 30,054 | -589 | -1.9% | 1.84% | $16.9M | $559.60 |
| 2025 Q1 | REDUCED | 30,643 | -495 | -1.6% | 2.04% | $16.8M | $544.97 |
| 2024 Q4 | ADDED | 31,138 | +151 | +0.5% | 1.86% | $16.4M | $522.78 |
| 2024 Q3 | ADDED | 30,987 | +13,256 | +74.8% | 1.83% | $15.3M | $489.59 |
| 2024 Q2 | REDUCED | 17,731 | -12,480 | -41.3% | 1.68% | $7.8M | $436.75 |
| 2024 Q1 | ADDED | 30,211 | +1,222 | +4.2% | 1.82% | $14.5M | $476.10 |
| 2023 Q4 | ADDED | 28,989 | +637 | +2.2% | 1.63% | $12.4M | $421.00 |
| 2023 Q3 | ADDED | 28,352 | +487 | +1.7% | 1.61% | $11.2M | $390.23 |
As of 2025 Q4 — sorted by position size