Alaethes 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 | $268K | Sell |
366
-155
| -30% | -$114K | 0.08% | 98 |
|
|
2025
Q1 | $351K | Hold |
521
| – | – | 0.13% | 95 |
|
|
2024
Q4 | $297K | Hold |
521
| – | – | 0.11% | 98 |
|
|
2024
Q3 | $258K | Buy |
521
+155
| +42% | +$76.7K | 0.1% | 104 |
|
|
2024
Q2 | $214K | Buy |
+366
| New | +$214K | 0.09% | 106 |
|
|
2024
Q1 | – | Sell |
-707
| Closed | -$327K | – | 113 |
|
|
2023
Q4 | $327K | Hold |
707
| – | – | 0.15% | 98 |
|
|
2023
Q3 | $307K | Hold |
707
| – | – | 0.17% | 97 |
|
|
2023
Q2 | $302K | Sell |
707
-345
| -33% | -$147K | 0.17% | 97 |
|
|
2023
Q1 | $375K | Buy |
+1,052
| New | +$375K | 0.22% | 96 |
|
|
2022
Q2 | – | Sell |
-325
| Closed | -$99K | – | 226 |
|
|
2022
Q1 | $99K | Hold |
325
| – | – | 0.06% | 119 |
|
|
2021
Q4 | $81K | Hold |
325
| – | – | 0.05% | 119 |
|
|
2021
Q3 | $65K | Hold |
325
| – | – | 0.05% | 122 |
|
|
2021
Q2 | $62K | Buy |
+325
| New | +$62K | 0.05% | 122 |
|