Heritage Wealth Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Sell |
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|
2025
Q1 | $484K | Sell |
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|
2024
Q4 | $411K | Sell |
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|
2024
Q3 | $430K | Buy |
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|
2024
Q2 | $297K | Hold |
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|
2024
Q1 | $273K | Hold |
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|
2023
Q4 | $235K | Hold |
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|
2023
Q3 | $221K | Hold |
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|
2023
Q2 | $217K | Hold |
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|
2023
Q1 | $181K | Hold |
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|
2022
Q4 | $191K | Hold |
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|
2022
Q3 | $173K | Hold |
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|
2022
Q2 | $166K | Hold |
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|
2022
Q1 | $156K | Hold |
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|
2021
Q4 | $126K | Hold |
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|
2021
Q3 | $101K | Hold |
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|
2021
Q2 | $97.2K | Hold |
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|
2021
Q1 | $99.1K | Hold |
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|
2020
Q4 | $88K | Hold |
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|
2020
Q3 | $75.7K | Hold |
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|
2020
Q2 | $77.9K | Hold |
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|
2020
Q1 | $68.7K | Hold |
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|
2019
Q4 | $70.3K | Hold |
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|
2019
Q3 | $69K | Hold |
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|
2019
Q2 | $68.3K | Hold |
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|
2019
Q1 | $59.5K | Hold |
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|
2018
Q4 | $56K | Hold |
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|
2018
Q3 | $67K | Buy |
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