Cary Street Partners Investment Advisory’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
367
+68
| +23% | +$49.8K | 0.13% | 174 |
|
|
2025
Q1 | $201K | Buy |
299
+33
| +12% | +$22.2K | 0.12% | 209 |
|
|
2024
Q4 | $152K | Buy |
+266
| New | +$152K | 0.1% | 222 |
|
|
2024
Q3 | – | Sell |
-563
| Closed | -$329K | – | 775 |
|
|
2024
Q2 | $329K | Buy |
+563
| New | +$329K | 0.01% | 571 |
|
|
2023
Q4 | – | Sell |
-198
| Closed | -$86.1K | – | 1337 |
|
|
2023
Q3 | $86.1K | Buy |
198
+34
| +21% | +$14.8K | ﹤0.01% | 743 |
|
|
2023
Q2 | $70.1K | Sell |
164
-3
| -2% | -$1.28K | ﹤0.01% | 735 |
|
|
2023
Q1 | $59.5K | Buy |
167
+3
| +2% | +$1.07K | ﹤0.01% | 696 |
|
|
2022
Q4 | $61.5K | Buy |
+164
| New | +$61.5K | ﹤0.01% | 690 |
|
|
2020
Q4 | – | Sell |
-240
| Closed | -$36K | – | 658 |
|
|
2020
Q3 | $36K | Buy |
+240
| New | +$36K | 0.01% | 541 |
|