Heartwood Wealth Advisors’s Mastercard MA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$271K	Sell	483 -13	-3%	-$7.31K	0.03%	156
2025 Q1	$272K	Buy	496 +5	+1%	+$2.74K	0.03%	149
2024 Q4	$259K	Buy	491 +3	+0.6%	+$1.58K	0.03%	144
2024 Q3	$241K	Hold	488	–	–	0.03%	155
2024 Q2	$215K	Buy	+488	New	+$215K	0.03%	165