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Heritage Oak Wealth Advisors’s Mastercard MA Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio MA Stock Details MA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$505K Buy
899
+4
+0.4% +$2.25K 0.2% 47
2025
Q1 		$491K Sell
895
-2
-0.2% -$1.1K 0.22% 44
2024
Q4 		$472K Sell
897
-339
-27% -$179K 0.22% 44
2024
Q3 		$610K Buy
1,236
+335
+37% +$165K 0.28% 58
2024
Q2 		$397K Buy
+901
New +$397K 0.2% 68