Heritage Wealth Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Sell |
518
-201
| -28% | -$147K | 0.02% | 153 |
|
|
2025
Q1 | $484K | Sell |
719
-2
| -0.3% | -$1.35K | 0.02% | 130 |
|
|
2024
Q4 | $411K | Sell |
721
-148
| -17% | -$84.3K | 0.02% | 147 |
|
|
2024
Q3 | $430K | Buy |
869
+361
| +71% | +$178K | 0.02% | 153 |
|
|
2024
Q2 | $297K | Hold |
508
| – | – | 0.01% | 167 |
|
|
2024
Q1 | $273K | Hold |
508
| – | – | 0.01% | 186 |
|
|
2023
Q4 | $235K | Hold |
508
| – | – | 0.01% | 200 |
|
|
2023
Q3 | $221K | Hold |
508
| – | – | 0.01% | 192 |
|
|
2023
Q2 | $217K | Hold |
508
| – | – | 0.01% | 200 |
|
|
2023
Q1 | $181K | Hold |
508
| – | – | 0.01% | 210 |
|
|
2022
Q4 | $191K | Hold |
508
| – | – | 0.01% | 214 |
|
|
2022
Q3 | $173K | Hold |
508
| – | – | 0.01% | 212 |
|
|
2022
Q2 | $166K | Hold |
508
| – | – | 0.01% | 217 |
|
|
2022
Q1 | $156K | Hold |
508
| – | – | 0.01% | 217 |
|
|
2021
Q4 | $126K | Hold |
508
| – | – | 0.01% | 241 |
|
|
2021
Q3 | $101K | Hold |
508
| – | – | 0.01% | 249 |
|
|
2021
Q2 | $97.2K | Hold |
508
| – | – | 0.01% | 260 |
|
|
2021
Q1 | $99.1K | Hold |
508
| – | – | 0.01% | 268 |
|
|
2020
Q4 | $88K | Hold |
508
| – | – | 0.01% | 269 |
|
|
2020
Q3 | $75.7K | Hold |
508
| – | – | 0.01% | 235 |
|
|
2020
Q2 | $77.9K | Hold |
508
| – | – | 0.01% | 224 |
|
|
2020
Q1 | $68.7K | Hold |
508
| – | – | 0.01% | 228 |
|
|
2019
Q4 | $70.3K | Hold |
508
| – | – | 0.01% | 274 |
|
|
2019
Q3 | $69K | Hold |
508
| – | – | 0.01% | 244 |
|
|
2019
Q2 | $68.3K | Hold |
508
| – | – | 0.01% | 227 |
|
|
2019
Q1 | $59.5K | Hold |
508
| – | – | 0.01% | 214 |
|
|
2018
Q4 | $56K | Hold |
508
| – | – | 0.01% | 189 |
|
|
2018
Q3 | $67K | Buy |
+508
| New | +$67K | 0.01% | 175 |
|