BOK Financial Private Wealth’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $153K | Sell |
208
-28
| -12% | -$20.5K | 0.01% | 185 |
|
|
2025
Q1 | $159K | Sell |
236
-8
| -3% | -$5.39K | 0.01% | 185 |
|
|
2024
Q4 | $139K | Buy |
244
+3
| +1% | +$1.71K | 0.01% | 187 |
|
|
2024
Q3 | $119K | Sell |
241
-9
| -4% | -$4.46K | 0.01% | 199 |
|
|
2024
Q2 | $146K | Hold |
250
| – | – | 0.01% | 184 |
|
|
2024
Q1 | $134K | Hold |
250
| – | – | 0.01% | 191 |
|
|
2023
Q4 | $116K | Hold |
250
| – | – | 0.01% | 192 |
|
|
2023
Q3 | $109K | Hold |
250
| – | – | 0.01% | 182 |
|
|
2023
Q2 | $107K | Sell |
250
-4
| -2% | -$1.71K | 0.01% | 188 |
|
|
2023
Q1 | $90.6K | Buy |
254
+4
| +2% | +$1.43K | 0.01% | 205 |
|
|
2022
Q4 | $93.9K | Hold |
250
| – | – | 0.01% | 200 |
|
|
2022
Q3 | $85K | Hold |
250
| – | – | 0.01% | 211 |
|
|
2022
Q2 | $82K | Sell |
250
-1,442
| -85% | -$473K | 0.01% | 217 |
|
|
2022
Q1 | $518K | Buy |
1,692
+65
| +4% | +$19.9K | 0.04% | 170 |
|
|
2021
Q4 | $404K | Buy |
1,627
+80
| +5% | +$19.9K | 0.03% | 191 |
|
|
2021
Q3 | $308K | Buy |
1,547
+92
| +6% | +$18.3K | 0.02% | 188 |
|
|
2021
Q2 | $278K | Buy |
1,455
+111
| +8% | +$21.2K | 0.02% | 183 |
|
|
2021
Q1 | $262K | Buy |
1,344
+24
| +2% | +$4.68K | 0.02% | 165 |
|
|
2020
Q4 | $230K | Buy |
+1,320
| New | +$230K | 0.02% | 166 |
|
|
2018
Q1 | – | Sell |
-1,286
| Closed | -$201K | – | 119 |
|
|
2017
Q4 | $201K | Sell |
1,286
-145
| -10% | -$22.7K | 0.03% | 120 |
|
|
2017
Q3 | $220K | Hold |
1,431
| – | – | 0.04% | 117 |
|
|
2017
Q2 | $235K | Sell |
1,431
-165
| -10% | -$27.1K | 0.03% | 120 |
|
|
2017
Q1 | $237K | Sell |
1,596
-110
| -6% | -$16.3K | 0.03% | 124 |
|
|
2016
Q4 | $240K | Sell |
1,706
-56
| -3% | -$7.88K | 0.04% | 124 |
|
|
2016
Q3 | $294K | Buy |
1,762
+188
| +12% | +$31.4K | 0.04% | 110 |
|
|
2016
Q2 | $294K | Buy |
+1,574
| New | +$294K | 0.05% | 102 |
|