Heritage Family Offices’s McKesson MCK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.16M	Hold	1,729	–	–	0.58%	35
2025 Q1	$1.16M	Hold	1,729	–	–	0.6%	34
2024 Q4	$985K	Sell	1,729 -1,283	-43%	-$731K	0.49%	47
2024 Q3	$1.49M	Hold	3,012	–	–	0.77%	30
2024 Q2	$1.76M	Buy	+3,012	New	+$1.76M	0.98%	21