Annis Gardner Whiting Capital Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Buy |
586
+25
| +4% | +$18.3K | 0.15% | 131 |
|
|
2025
Q1 | $378K | Buy |
561
+9
| +2% | +$6.06K | 0.16% | 125 |
|
|
2024
Q4 | $315K | Sell |
552
-5
| -0.9% | -$2.85K | 0.09% | 170 |
|
|
2024
Q3 | $276K | Sell |
557
-246
| -31% | -$122K | 0.08% | 185 |
|
|
2024
Q2 | $469K | Buy |
803
+31
| +4% | +$18.1K | 0.13% | 138 |
|
|
2024
Q1 | $415K | Buy |
772
+264
| +52% | +$142K | 0.15% | 114 |
|
|
2023
Q4 | $236K | Buy |
508
+3
| +0.6% | +$1.39K | 0.1% | 139 |
|
|
2023
Q3 | $220K | Buy |
+505
| New | +$220K | 0.12% | 131 |
|