Heritage Investment Group’s Mastercard MA Stock Holding History

Heritage Investment Group’s Portfolio MA Stock Details MA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$474K	Buy
2025 Q2	$468K	Hold
2025 Q1	$456K	Sell
2024 Q4	$440K	Hold
2024 Q3	$412K	Buy
2024 Q2	$354K	Buy
2024 Q1	$386K	Buy
2023 Q4	$310K	Hold
2023 Q3	$287K	Buy
2023 Q2	$201K	Buy