Arete Wealth 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 | $1.06M | Sell |
1,451
-1,282
| -47% | -$939K | 0.08% | 248 |
|
|
2025
Q1 | $1.84M | Buy |
2,733
+1,244
| +84% | +$837K | 0.14% | 156 |
|
|
2024
Q4 | $846K | Sell |
1,489
-9
| -0.6% | -$5.11K | 0.06% | 282 |
|
|
2024
Q3 | $736K | Sell |
1,498
-87
| -5% | -$42.7K | 0.06% | 276 |
|
|
2024
Q2 | $926K | Buy |
+1,585
| New | +$926K | 0.08% | 252 |
|
|
2024
Q1 | – | Sell |
-1,541
| Closed | -$713K | – | 582 |
|
|
2023
Q4 | $713K | Hold |
1,541
| – | – | 0.05% | 317 |
|
|
2023
Q3 | $670K | Sell |
1,541
-63
| -4% | -$27.4K | 0.12% | 191 |
|
|
2023
Q2 | $685K | Buy |
+1,604
| New | +$685K | 0.06% | 295 |
|