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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$310K	Hold
2025 Q1	$302K	Buy
2024 Q4	$249K	Hold
2024 Q3	$234K	Hold
2024 Q2	$213K	Buy