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

Heritage Wealth Management (Ohio)’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 		$310K Hold
551
– – 0.1% 182
2025
Q1 		$302K Buy
551
+78
+16% +$42.8K 0.1% 185
2024
Q4 		$249K Hold
473
– – 0.08% 202
2024
Q3 		$234K Hold
473
– – 0.08% 208
2024
Q2 		$213K Buy
+473
New +$213K 0.07% 213