Union Heritage Capital’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.4M | Hold |
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|
2025
Q2 | $10.3M | Hold |
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|
2025
Q1 | $10.1M | Hold |
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|
2024
Q4 | $9.66M | Hold |
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|
2024
Q3 | $9.06M | Hold |
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|
2024
Q2 | $8.09M | Hold |
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|
2024
Q1 | $8.83M | Buy |
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|
2023
Q4 | $5.97M | Hold |
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|
2023
Q3 | $5.54M | Hold |
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|
2023
Q2 | $5.51M | Hold |
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|
2023
Q1 | $5.09M | Sell |
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|
2022
Q4 | $5.49M | Sell |
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|
2022
Q3 | $4.92M | Hold |
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|
2022
Q2 | $5.46M | Hold |
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|
2022
Q1 | $6.18M | Sell |
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|
2021
Q4 | $9.31M | Sell |
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|
2021
Q3 | $11.4M | Sell |
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|
2021
Q2 | $12.8M | Hold |
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|
2021
Q1 | $12.5M | Buy |
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