MasterCard Incorporated shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of MasterCard Incorporated (MA) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in MasterCard Incorporated
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Quarterly reported holdings in MasterCard Incorporated by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $275k | 483 | 568.81 |
| 2025-06-30 | $271k | 483 | 561.94 |
| 2025-03-31 | $272k | 496 | 548.12 |
| 2024-12-31 | $259k | 491 | 526.57 |
| 2024-09-30 | $241k | 488 | 493.80 |
| 2024-06-30 | $215k | 488 | 441.16 |