CFFP
Center for Financial Planning’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4M | Buy |
3,277
+29
| +0.9% | +$21.3K | 0.28% | 29 |
|
|
2025
Q1 | $2.19M | Hold |
3,248
| – | – | 0.28% | 31 |
|
|
2024
Q4 | $1.85M | Hold |
3,248
| – | – | 0.25% | 39 |
|
|
2024
Q3 | $1.61M | Sell |
3,248
-129
| -4% | -$63.8K | 0.22% | 42 |
|
|
2024
Q2 | $1.97M | Hold |
3,377
| – | – | 0.29% | 31 |
|
|
2024
Q1 | $1.81M | Hold |
3,377
| – | – | 0.27% | 38 |
|
|
2023
Q4 | $1.56M | Sell |
3,377
-670
| -17% | -$310K | 0.29% | 37 |
|
|
2023
Q3 | $1.76M | Sell |
4,047
-33
| -0.8% | -$14.4K | 0.38% | 26 |
|
|
2023
Q2 | $1.74M | Hold |
4,080
| – | – | 0.37% | 28 |
|
|
2023
Q1 | $1.45M | Hold |
4,080
| – | – | 0.34% | 36 |
|
|
2022
Q4 | $1.53M | Sell |
4,080
-661
| -14% | -$248K | 0.37% | 30 |
|
|
2022
Q3 | $1.61M | Sell |
4,741
-36
| -0.8% | -$12.2K | 0.43% | 27 |
|
|
2022
Q2 | $1.56M | Hold |
4,777
| – | – | 0.4% | 27 |
|
|
2022
Q1 | $1.46M | Hold |
4,777
| – | – | 0.3% | 35 |
|
|
2021
Q4 | $1.19M | Hold |
4,777
| – | – | 0.24% | 46 |
|
|
2021
Q3 | $952K | Buy |
4,777
+222
| +5% | +$44.2K | 0.23% | 51 |
|
|
2021
Q2 | $871K | Hold |
4,555
| – | – | 0.21% | 55 |
|
|
2021
Q1 | $888K | Hold |
4,555
| – | – | 0.23% | 52 |
|
|
2020
Q4 | $792K | Hold |
4,555
| – | – | 0.22% | 48 |
|
|
2020
Q3 | $678K | Hold |
4,555
| – | – | 0.22% | 50 |
|
|
2020
Q2 | $699K | Hold |
4,555
| – | – | 0.24% | 48 |
|
|
2020
Q1 | $616K | Hold |
4,555
| – | – | 0.21% | 54 |
|
|
2019
Q4 | $630K | Buy |
+4,555
| New | +$630K | 0.16% | 59 |
|