Heritage Family Offices’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Buy |
4,386
+1
| +0% | +$541 | 1.2% | 13 |
|
|
2025
Q1 | $2.4M | Buy |
4,385
+285
| +7% | +$156K | 1.23% | 13 |
|
|
2024
Q4 | $2.16M | Buy |
4,100
+129
| +3% | +$67.9K | 1.08% | 18 |
|
|
2024
Q3 | $1.96M | Buy |
3,971
+863
| +28% | +$426K | 1.01% | 23 |
|
|
2024
Q2 | $1.37M | Buy |
+3,108
| New | +$1.37M | 0.76% | 32 |
|