Bartlett & Co 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 | $7.36M | Sell |
10,030
-35
| -0.3% | -$25.7K | 0.1% | 113 |
|
|
2025
Q1 | $6.78M | Sell |
10,065
-1,450
| -13% | -$977K | 0.1% | 118 |
|
|
2024
Q4 | $6.57M | Sell |
11,515
-274
| -2% | -$156K | 0.1% | 120 |
|
|
2024
Q3 | $5.84M | Sell |
11,789
-296
| -2% | -$147K | 0.08% | 126 |
|
|
2024
Q2 | $7.07M | Sell |
12,085
-124
| -1% | -$72.5K | 0.11% | 113 |
|
|
2024
Q1 | $6.56M | Sell |
12,209
-2,065
| -14% | -$1.11M | 0.1% | 123 |
|
|
2023
Q4 | $6.54M | Sell |
14,274
-139
| -1% | -$63.7K | 0.11% | 124 |
|
|
2023
Q3 | $6.28M | Sell |
14,413
-333
| -2% | -$145K | 0.11% | 117 |
|
|
2023
Q2 | $6.31M | Buy |
14,746
+13,215
| +863% | +$5.65M | 0.11% | 119 |
|
|
2023
Q1 | $546K | Hold |
1,531
| – | – | 0.01% | 278 |
|
|
2022
Q4 | $575K | Sell |
1,531
-5
| -0.3% | -$1.88K | 0.01% | 275 |
|
|
2022
Q3 | $523K | Sell |
1,536
-13
| -0.8% | -$4.43K | 0.01% | 278 |
|
|
2022
Q2 | $506K | Buy |
1,549
+18
| +1% | +$5.88K | 0.01% | 280 |
|
|
2022
Q1 | $469K | Hold |
1,531
| – | – | 0.01% | 298 |
|
|
2021
Q4 | $381K | Buy |
1,531
+117
| +8% | +$29.1K | 0.01% | 330 |
|
|
2021
Q3 | $283K | Sell |
1,414
-10
| -0.7% | -$2K | 0.01% | 309 |
|
|
2021
Q2 | $273K | Hold |
1,424
| – | – | 0.01% | 307 |
|
|
2021
Q1 | $278K | Hold |
1,424
| – | – | 0.01% | 309 |
|
|
2020
Q4 | $248K | Buy |
1,424
+10
| +0.7% | +$1.74K | 0.01% | 307 |
|
|
2020
Q3 | $211K | Hold |
1,414
| – | – | 0.01% | 307 |
|
|
2020
Q2 | $218K | Hold |
1,414
| – | – | 0.01% | 302 |
|
|
2020
Q1 | $192K | Buy |
1,414
+500
| +55% | +$67.8K | 0.01% | 297 |
|
|
2019
Q4 | $127K | Sell |
914
-700
| -43% | -$97.1K | ﹤0.01% | 386 |
|
|
2019
Q3 | $221K | Sell |
1,614
-10
| -0.6% | -$1.37K | 0.01% | 316 |
|
|
2019
Q2 | $219K | Buy |
1,624
+10
| +0.6% | +$1.35K | 0.01% | 249 |
|
|
2019
Q1 | $190K | Hold |
1,614
| – | – | 0.01% | 257 |
|
|
2018
Q4 | $179K | Hold |
1,614
| – | – | 0.01% | 255 |
|
|
2018
Q3 | $215K | Sell |
1,614
-47
| -3% | -$6.25K | 0.01% | 252 |
|
|
2018
Q2 | $222K | Buy |
1,661
+47
| +3% | +$6.29K | 0.01% | 246 |
|
|
2018
Q1 | $228K | Buy |
+1,614
| New | +$228K | 0.01% | 238 |
|