Heritage Family Offices’s McKesson MCK Stock Holding History

Heritage Family Offices’s Portfolio MCK Stock Details MCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.34M	Buy
2025 Q2	$1.16M	Hold
2025 Q1	$1.16M	Hold
2024 Q4	$985K	Sell
2024 Q3	$1.49M	Hold
2024 Q2	$1.76M	Buy