AE Wealth 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 | $4.06M | Sell |
5,544
-216
| -4% | -$158K | 0.03% | 386 |
|
|
2025
Q1 | $3.88M | Buy |
5,760
+271
| +5% | +$182K | 0.03% | 394 |
|
|
2024
Q4 | $3.13M | Sell |
5,489
-222
| -4% | -$127K | 0.03% | 441 |
|
|
2024
Q3 | $2.82M | Sell |
5,711
-2,240
| -28% | -$1.11M | 0.03% | 445 |
|
|
2024
Q2 | $4.64M | Buy |
7,951
+2,217
| +39% | +$1.29M | 0.05% | 342 |
|
|
2024
Q1 | $3.08M | Sell |
5,734
-13,356
| -70% | -$7.17M | 0.03% | 397 |
|
|
2023
Q4 | $9.26M | Buy |
19,090
+4,505
| +31% | +$2.19M | 0.05% | 415 |
|
|
2023
Q3 | $6.34M | Sell |
14,585
-1,044
| -7% | -$454K | 0.04% | 481 |
|
|
2023
Q2 | $6.68M | Buy |
15,629
+7,261
| +87% | +$3.1M | 0.04% | 461 |
|
|
2023
Q1 | $2.98M | Sell |
8,368
-1,580
| -16% | -$563K | 0.02% | 665 |
|
|
2022
Q4 | $3.73M | Sell |
9,948
-2,705
| -21% | -$1.01M | 0.03% | 551 |
|
|
2022
Q3 | $4.3M | Buy |
12,653
+4,474
| +55% | +$1.52M | 0.03% | 460 |
|
|
2022
Q2 | $2.67M | Buy |
8,179
+5,998
| +275% | +$1.96M | 0.02% | 569 |
|
|
2022
Q1 | $668K | Buy |
2,181
+115
| +6% | +$35.2K | ﹤0.01% | 1083 |
|
|
2021
Q4 | $513K | Buy |
2,066
+312
| +18% | +$77.5K | ﹤0.01% | 1237 |
|
|
2021
Q3 | $350K | Sell |
1,754
-929
| -35% | -$185K | ﹤0.01% | 1298 |
|
|
2021
Q2 | $513K | Sell |
2,683
-184
| -6% | -$35.2K | ﹤0.01% | 1129 |
|
|
2021
Q1 | $559K | Buy |
2,867
+59
| +2% | +$11.5K | 0.01% | 976 |
|
|
2020
Q4 | $488K | Sell |
2,808
-55
| -2% | -$9.56K | 0.01% | 970 |
|
|
2020
Q3 | $426K | Sell |
2,863
-525
| -15% | -$78.1K | 0.01% | 932 |
|
|
2020
Q2 | $520K | Sell |
3,388
-6,884
| -67% | -$1.06M | 0.01% | 861 |
|
|
2020
Q1 | $1.39M | Sell |
10,272
-562
| -5% | -$76K | 0.03% | 399 |
|
|
2019
Q4 | $1.5M | Buy |
10,834
+182
| +2% | +$25.2K | 0.03% | 427 |
|
|
2019
Q3 | $1.46M | Buy |
+10,652
| New | +$1.46M | 0.04% | 345 |
|