Heritage Wealth Management (Arizona)’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.37M | Sell |
3,108
-308
| -9% | -$136K | 0.76% | 32 |
|
|
2024
Q1 | $1.65M | Sell |
3,416
-94
| -3% | -$45.3K | 0.84% | 26 |
|
|
2023
Q4 | $1.5M | Buy |
+3,510
| New | +$1.5M | 0.81% | 30 |
|
|
2022
Q4 | $4.12M | Buy |
11,860
+6,358
| +116% | +$2.21M | 0.59% | 34 |
|
|
2022
Q3 | $1.56M | Buy |
5,502
+223
| +4% | +$63.4K | 0.5% | 40 |
|
|
2022
Q2 | $1.67M | Sell |
5,279
-262
| -5% | -$82.7K | 0.55% | 39 |
|
|
2022
Q1 | $1.98M | Buy |
+5,541
| New | +$1.98M | 0.54% | 37 |
|
|
2021
Q3 | $818K | Buy |
2,352
+171
| +8% | +$59.5K | 0.29% | 64 |
|
|
2021
Q2 | $796K | Sell |
2,181
-374
| -15% | -$136K | 0.3% | 69 |
|
|
2021
Q1 | $910K | Buy |
+2,555
| New | +$910K | 0.51% | 46 |
|