Baldwin Investment 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 | $923K | Hold |
1,260
| – | – | 0.11% | 111 |
|
|
2025
Q1 | $848K | Sell |
1,260
-60
| -5% | -$40.4K | 0.1% | 115 |
|
|
2024
Q4 | $752K | Sell |
1,320
-297
| -18% | -$169K | 0.1% | 117 |
|
|
2024
Q3 | $799K | Sell |
1,617
-280
| -15% | -$138K | 0.1% | 126 |
|
|
2024
Q2 | $1.11M | Sell |
1,897
-28
| -1% | -$16.4K | 0.15% | 99 |
|
|
2024
Q1 | $1.03M | Buy |
1,925
+110
| +6% | +$59.1K | 0.14% | 106 |
|
|
2023
Q4 | $840K | Sell |
1,815
-15
| -0.8% | -$6.95K | 0.13% | 106 |
|
|
2023
Q3 | $796K | Sell |
1,830
-55
| -3% | -$23.9K | 0.13% | 106 |
|
|
2023
Q2 | $805K | Sell |
1,885
-125
| -6% | -$53.4K | 0.13% | 107 |
|
|
2023
Q1 | $716K | Sell |
2,010
-255
| -11% | -$90.8K | 0.13% | 115 |
|
|
2022
Q4 | $850K | Sell |
2,265
-900
| -28% | -$338K | 0.15% | 96 |
|
|
2022
Q3 | $1.08K | Sell |
3,165
-680
| -18% | -$231 | 0.22% | 76 |
|
|
2022
Q2 | $1.25K | Sell |
3,845
-265
| -6% | -$86 | 0.24% | 78 |
|
|
2022
Q1 | $1.26K | Buy |
4,110
+345
| +9% | +$106 | 0.19% | 87 |
|
|
2021
Q4 | $936 | Buy |
3,765
+1,499
| +66% | +$373 | 0.15% | 111 |
|
|
2021
Q3 | $452K | Buy |
2,266
+70
| +3% | +$14K | 0.08% | 163 |
|
|
2021
Q2 | $420K | Buy |
2,196
+191
| +10% | +$36.5K | 0.07% | 175 |
|
|
2021
Q1 | $391K | Buy |
+2,005
| New | +$391K | 0.07% | 174 |
|