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