Aries 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 | $885K | Hold |
1,208
| – | – | 0.23% | 98 |
|
|
2025
Q1 | $813K | Hold |
1,208
| – | – | 0.22% | 101 |
|
|
2024
Q4 | $688K | Hold |
1,208
| – | – | 0.19% | 113 |
|
|
2024
Q3 | $597K | Hold |
1,208
| – | – | 0.16% | 122 |
|
|
2024
Q2 | $706K | Buy |
1,208
+8
| +0.7% | +$4.67K | 0.22% | 103 |
|
|
2024
Q1 | $644K | Hold |
1,200
| – | – | 0.21% | 104 |
|
|
2023
Q4 | $556K | Hold |
1,200
| – | – | 0.2% | 112 |
|
|
2023
Q3 | $546K | Hold |
1,200
| – | – | 0.21% | 105 |
|
|
2023
Q2 | $513K | Hold |
1,200
| – | – | 0.2% | 112 |
|
|
2023
Q1 | $427K | Hold |
1,200
| – | – | 0.18% | 125 |
|
|
2022
Q4 | $450K | Sell |
1,200
-80
| -6% | -$30K | 0.19% | 114 |
|
|
2022
Q3 | $498K | Hold |
1,280
| – | – | 0.22% | 106 |
|
|
2022
Q2 | $418K | Buy |
+1,280
| New | +$418K | 0.19% | 108 |
|
|
2022
Q1 | – | Sell |
-1,280
| Closed | -$318K | – | 158 |
|
|
2021
Q4 | $318K | Sell |
1,280
-7
| -0.5% | -$1.74K | 0.12% | 143 |
|
|
2021
Q3 | $257K | Buy |
1,287
+7
| +0.5% | +$1.4K | 0.11% | 153 |
|
|
2021
Q2 | $245K | Hold |
1,280
| – | – | 0.1% | 154 |
|
|
2021
Q1 | $244K | Hold |
1,280
| – | – | 0.11% | 148 |
|
|
2020
Q4 | $235K | Buy |
+1,280
| New | +$235K | 0.12% | 146 |
|
|
2018
Q1 | – | Sell |
-1,280
| Closed | -$218K | – | 131 |
|
|
2017
Q4 | $218K | Buy |
+1,280
| New | +$218K | 0.2% | 114 |
|