Aspiriant LLC’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Buy |
535
+130
| +32% | +$95.3K | 0.01% | 226 |
|
|
2025
Q1 | $273K | Sell |
405
-7
| -2% | -$4.71K | 0.01% | 248 |
|
|
2024
Q4 | $235K | Buy |
+412
| New | +$235K | 0.01% | 261 |
|
|
2024
Q3 | – | Sell |
-543
| Closed | -$317K | – | 299 |
|
|
2024
Q2 | $317K | Sell |
543
-63
| -10% | -$36.8K | 0.01% | 220 |
|
|
2024
Q1 | $325K | Sell |
606
-10
| -2% | -$5.37K | 0.01% | 234 |
|
|
2023
Q4 | $285K | Buy |
+616
| New | +$285K | 0.01% | 250 |
|
|
2017
Q1 | – | Sell |
-2,317
| Closed | -$325K | – | 221 |
|
|
2016
Q4 | $325K | Buy |
+2,317
| New | +$325K | 0.03% | 158 |
|