Heck Capital Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Hold |
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|
2025
Q1 | $471K | Hold |
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|
2024
Q4 | $453K | Hold |
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|
2024
Q3 | $425K | Hold |
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|
2024
Q2 | $379K | Hold |
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|
2024
Q1 | $414K | Hold |
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|
2023
Q4 | $367K | Hold |
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|
2023
Q3 | $340K | Hold |
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|
2023
Q2 | $338K | Hold |
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|
2023
Q1 | $313K | Hold |
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|
2022
Q4 | $299K | Hold |
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|
2022
Q3 | $245K | Hold |
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|
2022
Q2 | $271K | Hold |
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|
2022
Q1 | $307K | Hold |
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|
2021
Q4 | $309K | Hold |
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|
2021
Q3 | $299K | Hold |
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|
2021
Q2 | $314K | Hold |
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|
2021
Q1 | $306K | Hold |
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|
2020
Q4 | $307K | Sell |
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|
2020
Q3 | $494K | Hold |
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|
2020
Q2 | $432K | Hold |
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|
2020
Q1 | $353K | Hold |
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|
2019
Q4 | $436K | Hold |
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|
2019
Q3 | $396K | Hold |
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|
2019
Q2 | $386K | Hold |
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|
2019
Q1 | $344K | Hold |
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|
2018
Q4 | $275K | Hold |
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|
2018
Q3 | $325K | Hold |
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|
2018
Q2 | $287K | Buy |
|