MasterCard Incorporated shares owned by Heritage Oak Wealth Advisors
Quarter-by-quarter ownership of MasterCard Incorporated (MA) shares owned by Heritage Oak Wealth Advisors
from 13F filings
Historical chart of Heritage Oak Wealth Advisors investment in MasterCard Incorporated
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Quarterly reported holdings in MasterCard Incorporated by Heritage Oak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $517k | 908 | 568.81 |
| 2025-06-30 | $505k | 899 | 561.94 |
| 2025-03-31 | $491k | 895 | 548.12 |
| 2024-12-31 | $472k | 897 | 526.57 |
| 2024-09-30 | $610k | 1.2k | 493.80 |
| 2024-06-30 | $398k | 901 | 441.16 |
More positions owned by Heritage Oak Wealth Advisors
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