Beaird Harris 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 | $316K | Buy |
431
+5
| +1% | +$3.66K | 0.02% | 110 |
|
|
2025
Q1 | $287K | Hold |
426
| – | – | 0.02% | 108 |
|
|
2024
Q4 | $243K | Hold |
426
| – | – | 0.02% | 121 |
|
|
2024
Q3 | $211K | Buy |
426
+420
| +7,000% | +$208K | 0.02% | 125 |
|
|
2024
Q2 | $3.66K | Hold |
6
| – | – | ﹤0.01% | 478 |
|
|
2024
Q1 | $3.22K | Hold |
6
| – | – | ﹤0.01% | 427 |
|
|
2023
Q4 | $2.78K | Buy |
+6
| New | +$2.78K | ﹤0.01% | 432 |
|
|
2023
Q1 | – | Sell |
-18
| Closed | -$6.75K | – | 638 |
|
|
2022
Q4 | $6.75K | Buy |
+18
| New | +$6.75K | ﹤0.01% | 373 |
|
|
2022
Q2 | – | Sell |
-552
| Closed | -$169K | – | 521 |
|
|
2022
Q1 | $169K | Buy |
552
+14
| +3% | +$4.29K | 0.06% | 96 |
|
|
2021
Q4 | $134K | Buy |
+538
| New | +$134K | 0.05% | 138 |
|