Caldwell Investment 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 | – | Sell |
-1,200
| Closed | -$797K | – | 28 |
|
|
2025
Q1 | $797K | Buy |
+1,200
| New | +$797K | 0.59% | 25 |
|
|
2023
Q4 | – | Sell |
-2,500
| Closed | -$1.08M | – | 37 |
|
|
2023
Q3 | $1.08M | Buy |
+2,500
| New | +$1.08M | 1.05% | 21 |
|
|
2023
Q1 | – | Sell |
-4,550
| Closed | -$1.71M | – | 30 |
|
|
2022
Q4 | $1.71M | Buy |
4,550
+1,200
| +36% | +$451K | 1.8% | 13 |
|
|
2022
Q3 | $1.15M | Buy |
+3,350
| New | +$1.15M | 1.4% | 18 |
|