Heritage Wealth Management (Arizona)’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.76M | Hold |
3,012
| – | – | 0.98% | 21 |
|
|
2024
Q1 | $1.62M | Sell |
3,012
-310
| -9% | -$166K | 0.82% | 29 |
|
|
2023
Q4 | $1.54M | Buy |
+3,322
| New | +$1.54M | 0.83% | 29 |
|
|
2022
Q4 | $1.46M | Buy |
3,900
+1,957
| +101% | +$734K | 0.21% | 75 |
|
|
2022
Q3 | $660K | Hold |
1,943
| – | – | 0.21% | 79 |
|
|
2022
Q2 | $634K | Hold |
1,943
| – | – | 0.21% | 84 |
|
|
2022
Q1 | $595K | Buy |
+1,943
| New | +$595K | 0.16% | 100 |
|
|
2021
Q3 | $387K | Hold |
1,943
| – | – | 0.14% | 117 |
|
|
2021
Q2 | $372K | Sell |
1,943
-9
| -0.5% | -$1.72K | 0.14% | 119 |
|
|
2021
Q1 | $381K | Buy |
+1,952
| New | +$381K | 0.21% | 85 |
|