1776 Wealth’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $614K | Hold |
838
| – | – | 0.25% | 75 |
|
|
2025
Q1 | $564K | Hold |
838
| – | – | 0.26% | 76 |
|
|
2024
Q4 | $478K | Hold |
838
| – | – | 0.22% | 88 |
|
|
2024
Q3 | $414K | Hold |
838
| – | – | 0.19% | 102 |
|
|
2024
Q2 | $489K | Hold |
838
| – | – | 0.22% | 91 |
|
|
2024
Q1 | $450K | Hold |
838
| – | – | 0.21% | 88 |
|
|
2023
Q4 | $388K | Hold |
838
| – | – | 0.19% | 93 |
|
|
2023
Q3 | $364K | Hold |
838
| – | – | 0.19% | 91 |
|
|
2023
Q2 | $358K | Hold |
838
| – | – | 0.19% | 96 |
|
|
2023
Q1 | $298K | Sell |
838
-83
| -9% | -$29.6K | 0.18% | 97 |
|
|
2022
Q4 | $346K | Hold |
921
| – | – | 0.25% | 82 |
|
|
2022
Q3 | $313K | Hold |
921
| – | – | 0.24% | 77 |
|
|
2022
Q2 | $300K | Hold |
921
| – | – | 0.21% | 89 |
|
|
2022
Q1 | $282K | Hold |
921
| – | – | 0.16% | 100 |
|
|
2021
Q4 | $229K | Buy |
+921
| New | +$229K | 0.12% | 115 |
|
|
2020
Q3 | – | Sell |
-200
| Closed | -$30K | – | 230 |
|
|
2020
Q2 | $30K | Sell |
200
-400
| -67% | -$60K | 0.02% | 221 |
|
|
2020
Q1 | $82K | Buy |
600
+200
| +50% | +$27.3K | 0.03% | 191 |
|
|
2019
Q4 | $55K | Buy |
+400
| New | +$55K | 0.05% | 178 |
|