Bay 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 | $104K | Sell |
142
-43
| -23% | -$31.5K | 0.03% | 80 |
|
|
2025
Q1 | $125K | Sell |
185
-9
| -5% | -$6.06K | 0.04% | 59 |
|
|
2024
Q4 | $111K | Buy |
194
+5
| +3% | +$2.85K | 0.04% | 63 |
|
|
2024
Q3 | $93.6K | Sell |
189
-8
| -4% | -$3.96K | 0.03% | 67 |
|
|
2024
Q2 | $115K | Buy |
197
+1
| +0.5% | +$585 | 0.04% | 57 |
|
|
2024
Q1 | $105K | Sell |
196
-29
| -13% | -$15.6K | 0.04% | 60 |
|
|
2023
Q4 | $104K | Buy |
225
+6
| +3% | +$2.78K | 0.04% | 56 |
|
|
2023
Q3 | $95.4K | Buy |
219
+3
| +1% | +$1.31K | 0.04% | 52 |
|
|
2023
Q2 | $92.4K | Sell |
216
-16
| -7% | -$6.85K | 0.04% | 49 |
|
|
2023
Q1 | $82.7K | Hold |
232
| – | – | 0.04% | 58 |
|
|
2022
Q4 | $87K | Hold |
232
| – | – | 0.04% | 58 |
|
|
2022
Q3 | $79K | Buy |
+232
| New | +$79K | 0.04% | 56 |
|
|
2021
Q1 | – | Sell |
-15
| Closed | -$3K | – | 346 |
|
|
2020
Q4 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 320 |
|