Caldwell Trust’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
2,026
-44
|
|
||||
|
2025
Q1 | $1.39M | Sell |
2,070
-39
|
|
||||
|
2024
Q4 | $1.2M | Sell |
2,109
-1,444
|
|
||||
|
2024
Q3 | $1.76M | Buy |
3,553
+647
|
|
||||
|
2024
Q2 | $1.7M | Buy |
2,906
+406
|
|
||||
|
2024
Q1 | $1.34M | Buy |
2,500
+471
|
|
||||
|
2023
Q4 | $939K | Buy |
2,029
+566
|
|
||||
|
2023
Q3 | $636K | Buy |
1,463
+1,169
|
|
||||
|
2023
Q2 | $126K | Buy |
294
+40
|
|
||||
|
2023
Q1 | $90.4K | Buy |
254
+207
|
|
||||
|
2022
Q4 | $17.6K | Hold |
47
|
|
||||
|
2022
Q3 | $16K | Hold |
47
|
|
||||
|
2022
Q2 | $15.3K | Hold |
47
|
|
||||
|
2022
Q1 | $14.4K | Hold |
47
|
|
||||
|
2021
Q4 | $11.7K | Hold |
47
|
|
||||
|
2021
Q3 | $9.37K | Sell |
47
-70
|
|
||||
|
2021
Q2 | $22.4K | Hold |
117
|
|
||||
|
2021
Q1 | $22.8K | Hold |
117
|
|
||||
|
2020
Q4 | $20.3K | Hold |
117
|
|
||||
|
2020
Q3 | $17.4K | Hold |
117
|
|
||||
|
2020
Q2 | $17.9K | Hold |
117
|
|
||||
|
2020
Q1 | $15.8K | Hold |
117
|
|
||||
|
2019
Q4 | $16.2K | Buy |
+117
|
|