Bank of Marin’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $703K | Hold |
960
| – | – | 0.53% | 61 |
|
2025
Q1 | $646K | Hold |
960
| – | – | 0.82% | 39 |
|
2024
Q4 | $547K | Hold |
960
| – | – | 0.43% | 65 |
|
2024
Q3 | $475K | Hold |
960
| – | – | 0.38% | 83 |
|
2024
Q2 | $561K | Hold |
960
| – | – | 0.48% | 66 |
|
2024
Q1 | $515K | Hold |
960
| – | – | 0.45% | 75 |
|
2023
Q4 | $444K | Hold |
960
| – | – | 0.4% | 81 |
|
2023
Q3 | $417K | Hold |
960
| – | – | 0.41% | 76 |
|
2023
Q2 | $410K | Sell |
960
-100
| -9% | -$42.7K | 0.38% | 81 |
|
2023
Q1 | $377K | Sell |
1,060
-280
| -21% | -$99.7K | 0.36% | 84 |
|
2022
Q4 | $503K | Hold |
1,340
| – | – | 0.47% | 73 |
|
2022
Q3 | $455K | Sell |
1,340
-358
| -21% | -$122K | 0.45% | 77 |
|
2022
Q2 | $554K | Sell |
1,698
-25
| -1% | -$8.16K | 0.49% | 71 |
|
2022
Q1 | $527K | Hold |
1,723
| – | – | 0.38% | 78 |
|
2021
Q4 | $428K | Buy |
1,723
+10
| +0.6% | +$2.48K | 0.29% | 101 |
|
2021
Q3 | $342K | Sell |
1,713
-15
| -0.9% | -$3K | 0.25% | 104 |
|
2021
Q2 | $330K | Hold |
1,728
| – | – | 0.24% | 109 |
|
2021
Q1 | $337K | Buy |
1,728
+500
| +41% | +$97.5K | 0.27% | 104 |
|
2020
Q4 | $214K | Buy |
+1,228
| New | +$214K | 0.18% | 124 |
|