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YorkBridge Wealth Partners, LLC

SEC CIK
0001696064
Latest filing
Jan 26, 2023

MA holding history

Mastercard Inc in every 13F filed by YorkBridge Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MA overviewAll 13F holders of MAFull Q4 2022 holdings

Shares (Q4 2022)
16,110
Value
$5.60M
% of portfolio
1.4%
Quarters held
8
Since Q1 2021
Holdings of MA by YorkBridge Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202216,110$5.60M1.4%−4,979−23.6%ReducedHolders
Q3 202221,089$6.00M1.5%+653+3.2%AddedHolders
Q2 202220,436$6.45M1.7%+192+0.9%AddedHolders
Q1 202220,244$7.24M1.6%−2,357−10.4%ReducedHolders
Q4 202122,601$8.12M1.8%+3,004+15.3%AddedHolders
Q3 202119,597$6.81M1.7%+915+4.9%AddedHolders
Q2 202118,682$6.82M1.8%+258+1.4%AddedHolders
Q1 202118,424$6.56M1.9%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.