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Heritage Wealth Management (Arizona)’s McKesson MCK Stock Holding History

Heritage Wealth Management (Arizona)’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
2024
Q2 		$1.76M Hold
3,012
– – 0.98% 21
2024
Q1 		$1.62M Sell
3,012
-310
-9% -$157K 0.82% 29
2023
Q4 		$1.54M Buy
+3,322
New +$1.51M 0.83% 29
2022
Q4 		$1.46M Buy
3,900
+1,957
+101% +$730K 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 +$528K 0.16% 100
2021
Q3 		$387K Hold
1,943
– – 0.14% 117
2021
Q2 		$372K Sell
1,943
-9
-0.5% -$1.74K 0.14% 119
2021
Q1 		$381K Buy
+1,952
New +$356K 0.21% 85

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JP Morgan Chase
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Geode Capital Management
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Morgan Stanley
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM