Heron Bay Capital Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Sell |
19,192
-14
| -0.1% | -$10.3K | 2.77% | 14 |
|
|
2025
Q1 | $12.9M | Sell |
19,206
-110
| -0.6% | -$74K | 2.72% | 14 |
|
|
2024
Q4 | $11M | Buy |
19,316
+456
| +2% | +$260K | 2.3% | 18 |
|
|
2024
Q3 | $9.32M | Buy |
18,860
+319
| +2% | +$158K | 1.96% | 21 |
|
|
2024
Q2 | $10.8M | Buy |
18,541
+105
| +0.6% | +$61.3K | 2.31% | 17 |
|
|
2024
Q1 | $9.9M | Buy |
18,436
+2,130
| +13% | +$1.14M | 2.1% | 18 |
|
|
2023
Q4 | $7.55M | Sell |
16,306
-694
| -4% | -$321K | 1.75% | 22 |
|
|
2023
Q3 | $7.39M | Buy |
17,000
+1,057
| +7% | +$460K | 1.99% | 20 |
|
|
2023
Q2 | $6.81M | Buy |
15,943
+139
| +0.9% | +$59.4K | 1.89% | 21 |
|
|
2023
Q1 | $5.63M | Buy |
15,804
+5,970
| +61% | +$2.13M | 2.19% | 16 |
|
|
2022
Q4 | $3.69M | Buy |
9,834
+146
| +2% | +$54.8K | 2.28% | 19 |
|
|
2022
Q3 | $3.29M | Buy |
9,688
+300
| +3% | +$102K | 2.24% | 18 |
|
|
2022
Q2 | $3.06M | Sell |
9,388
-357
| -4% | -$116K | 1.86% | 24 |
|
|
2022
Q1 | $2.98M | Buy |
9,745
+277
| +3% | +$84.8K | 1.46% | 30 |
|
|
2021
Q4 | $2.35M | Buy |
9,468
+274
| +3% | +$68.1K | 1.16% | 33 |
|
|
2021
Q3 | $1.83M | Buy |
9,194
+120
| +1% | +$23.9K | 0.95% | 38 |
|
|
2021
Q2 | $1.74M | Buy |
9,074
+551
| +6% | +$105K | 0.96% | 39 |
|
|
2021
Q1 | $1.66M | Buy |
8,523
+418
| +5% | +$81.5K | 0.99% | 39 |
|
|
2020
Q4 | $1.41M | Buy |
+8,105
| New | +$1.41M | 0.92% | 40 |
|