Castle Rock Wealth 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 | $962K | Hold |
1,352
| – | – | 0.22% | 114 |
|
|
2025
Q1 | $911K | Buy |
1,352
+2
| +0.1% | +$1.35K | 0.25% | 106 |
|
|
2024
Q4 | $802K | Sell |
1,350
-19
| -1% | -$11.3K | 0.19% | 121 |
|
|
2024
Q3 | $665K | Buy |
1,369
+2
| +0.1% | +$971 | 0.16% | 140 |
|
|
2024
Q2 | $802K | Buy |
1,367
+6
| +0.4% | +$3.52K | 0.2% | 124 |
|
|
2024
Q1 | $723K | Buy |
1,361
+1
| +0.1% | +$531 | 0.2% | 129 |
|
|
2023
Q4 | $648K | Buy |
1,360
+50
| +4% | +$23.8K | 0.2% | 127 |
|
|
2023
Q3 | $586K | Buy |
1,310
+49
| +4% | +$21.9K | 0.2% | 122 |
|
|
2023
Q2 | $528K | Hold |
1,261
| – | – | 0.18% | 125 |
|
|
2023
Q1 | $490K | Hold |
1,261
| – | – | 0.18% | 127 |
|
|
2022
Q4 | $484K | Hold |
1,261
| – | – | 0.22% | 128 |
|
|
2022
Q3 | $443K | Hold |
1,261
| – | – | 0.22% | 115 |
|
|
2022
Q2 | $405K | Buy |
+1,261
| New | +$405K | 0.21% | 130 |
|