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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$1.76M Hold
2024
Q1
$1.62M Sell
2023
Q4
$1.54M Buy
2022
Q4
$1.46M Buy
2022
Q3
$660K Hold
2022
Q2
$634K Hold
2022
Q1
$595K Buy
2021
Q3
$387K Hold
2021
Q2
$372K Sell
2021
Q1
$381K Buy