HWMA
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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
3,108
-308
-9% -$140K 0.76% 32
2024
Q1 		$1.65M Sell
3,416
-94
-3% -$43K 0.84% 26
2023
Q4 		$1.5M Buy
+3,510
New +$1.41M 0.81% 30
2022
Q4 		$4.12M Buy
11,860
+6,358
+116% +$2.09M 0.59% 34
2022
Q3 		$1.56M Buy
5,502
+223
+4% +$73.9K 0.5% 40
2022
Q2 		$1.67M Sell
5,279
-262
-5% -$90.2K 0.55% 39
2022
Q1 		$1.98M Buy
+5,541
New +$1.99M 0.54% 37
2021
Q3 		$818K Buy
2,352
+171
+8% +$62.2K 0.29% 64
2021
Q2 		$796K Sell
2,181
-374
-15% -$139K 0.3% 69
2021
Q1 		$910K Buy
+2,555
New +$891K 0.51% 46

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