Castellan Group’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 |
-18,438
| Closed | -$12.4M | – | 53 |
|
|
2025
Q1 | $12.4M | Buy |
18,438
+8,194
| +80% | +$5.51M | 3.47% | 6 |
|
|
2024
Q4 | $5.84M | Buy |
10,244
+44
| +0.4% | +$25.1K | 2.53% | 16 |
|
|
2024
Q3 | $5.04M | Buy |
10,200
+391
| +4% | +$193K | 2.13% | 22 |
|
|
2024
Q2 | $5.73M | Buy |
9,809
+586
| +6% | +$342K | 2.73% | 11 |
|
|
2024
Q1 | $4.95M | Buy |
9,223
+747
| +9% | +$401K | 2.53% | 18 |
|
|
2023
Q4 | $3.92M | Buy |
8,476
+90
| +1% | +$41.7K | 2.44% | 12 |
|
|
2023
Q3 | $3.65M | Sell |
8,386
-1,535
| -15% | -$667K | 2.56% | 9 |
|
|
2023
Q2 | $4.24M | Sell |
9,921
-692
| -7% | -$296K | 2.71% | 7 |
|
|
2023
Q1 | $3.78M | Sell |
10,613
-255
| -2% | -$90.8K | 2.58% | 9 |
|
|
2022
Q4 | $4.08M | Sell |
10,868
-56
| -0.5% | -$21K | 2.84% | 4 |
|
|
2022
Q3 | $3.71M | Sell |
10,924
-791
| -7% | -$269K | 2.89% | 4 |
|
|
2022
Q2 | $3.82M | Sell |
11,715
-416
| -3% | -$136K | 3.03% | 6 |
|
|
2022
Q1 | $3.71M | Buy |
+12,131
| New | +$3.71M | 2.58% | 6 |
|