Heritage Wealth Management (Arizona)’s Mastercard MA Stock Holding History

Heritage Wealth Management (Arizona)’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
2024 Q2	$1.37M	Sell
2024 Q1	$1.65M	Sell
2023 Q4	$1.5M	Buy
2022 Q4	$4.12M	Buy
2022 Q3	$1.56M	Buy
2022 Q2	$1.67M	Sell
2022 Q1	$1.98M	Buy
2021 Q3	$818K	Buy
2021 Q2	$796K	Sell
2021 Q1	$910K	Buy