Bar Harbor 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 | $273K | Sell |
373
-25
| -6% | -$18.3K | 0.02% | 221 |
|
2025
Q1 | $268K | Buy |
398
+10
| +3% | +$6.73K | 0.02% | 220 |
|
2024
Q4 | $221K | Buy |
+388
| New | +$221K | 0.01% | 241 |
|
2024
Q3 | – | Sell |
-388
| Closed | -$227K | – | 269 |
|
2024
Q2 | $227K | Sell |
388
-9
| -2% | -$5.26K | 0.02% | 241 |
|
2024
Q1 | $213K | Buy |
+397
| New | +$213K | 0.01% | 244 |
|
2020
Q2 | – | Sell |
-2,505
| Closed | -$339K | – | 238 |
|
2020
Q1 | $339K | Sell |
2,505
-641
| -20% | -$86.7K | 0.05% | 184 |
|
2019
Q4 | $435K | Sell |
3,146
-2,241
| -42% | -$310K | 0.05% | 200 |
|
2019
Q3 | $736K | Sell |
5,387
-275
| -5% | -$37.6K | 0.09% | 169 |
|
2019
Q2 | $761K | Sell |
5,662
-219
| -4% | -$29.4K | 0.09% | 167 |
|
2019
Q1 | $688K | Sell |
5,881
-124
| -2% | -$14.5K | 0.08% | 170 |
|
2018
Q4 | $663K | Sell |
6,005
-725
| -11% | -$80K | 0.09% | 160 |
|
2018
Q3 | $893K | Sell |
6,730
-328
| -5% | -$43.5K | 0.1% | 157 |
|
2018
Q2 | $942K | Sell |
7,058
-215
| -3% | -$28.7K | 0.11% | 139 |
|
2018
Q1 | $1.02M | Sell |
7,273
-1,408
| -16% | -$198K | 0.13% | 133 |
|
2017
Q4 | $1.35M | Sell |
8,681
-2,113
| -20% | -$330K | 0.16% | 117 |
|
2017
Q3 | $1.66M | Sell |
10,794
-878
| -8% | -$135K | 0.2% | 101 |
|
2017
Q2 | $1.92M | Sell |
11,672
-922
| -7% | -$152K | 0.23% | 89 |
|
2017
Q1 | $1.87M | Sell |
12,594
-199
| -2% | -$29.5K | 0.22% | 94 |
|
2016
Q4 | $1.8M | Sell |
12,793
-152
| -1% | -$21.3K | 0.2% | 98 |
|
2016
Q3 | $2.16M | Buy |
12,945
+143
| +1% | +$23.8K | 0.24% | 85 |
|
2016
Q2 | $2.39M | Buy |
12,802
+1,677
| +15% | +$313K | 0.28% | 78 |
|
2016
Q1 | $1.75M | Buy |
11,125
+3
| +0% | +$472 | 0.21% | 90 |
|
2015
Q4 | $2.19M | Sell |
11,122
-380
| -3% | -$75K | 0.28% | 79 |
|
2015
Q3 | $2.13M | Sell |
11,502
-645
| -5% | -$119K | 0.28% | 80 |
|
2015
Q2 | $2.73M | Sell |
12,147
-485
| -4% | -$109K | 0.33% | 73 |
|
2015
Q1 | $2.86M | Buy |
12,632
+535
| +4% | +$121K | 0.35% | 75 |
|
2014
Q4 | $2.51M | Sell |
12,097
-190
| -2% | -$39.4K | 0.31% | 79 |
|
2014
Q3 | $2.39M | Sell |
12,287
-1,682
| -12% | -$327K | 0.31% | 77 |
|
2014
Q2 | $2.6M | Sell |
13,969
-272
| -2% | -$50.6K | 0.33% | 75 |
|
2014
Q1 | $2.51M | Sell |
14,241
-604
| -4% | -$107K | 0.32% | 75 |
|
2013
Q4 | $2.4M | Sell |
14,845
-406
| -3% | -$65.5K | 0.31% | 75 |
|
2013
Q3 | $1.96M | Sell |
15,251
-495
| -3% | -$63.5K | 0.27% | 82 |
|
2013
Q2 | $1.8M | Buy |
+15,746
| New | +$1.8M | 0.26% | 83 |
|