Colonial Trust’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Buy |
425
+86
| +25% | +$63.1K | 0.05% | 241 |
|
|
2025
Q1 | $228K | Sell |
339
-108
| -24% | -$72.7K | 0.04% | 263 |
|
|
2024
Q4 | $255K | Buy |
447
+104
| +30% | +$59.3K | 0.04% | 256 |
|
|
2024
Q3 | $170K | Sell |
343
-1
| -0.3% | -$494 | 0.03% | 340 |
|
|
2024
Q2 | $201K | Buy |
344
+12
| +4% | +$7K | 0.04% | 275 |
|
|
2024
Q1 | $178K | Buy |
332
+2
| +0.6% | +$1.07K | 0.03% | 294 |
|
|
2023
Q4 | $153K | Buy |
330
+5
| +2% | +$2.31K | 0.03% | 312 |
|
|
2023
Q3 | $141K | Hold |
325
| – | – | 0.03% | 284 |
|
|
2023
Q2 | $139K | Buy |
325
+125
| +63% | +$53.4K | 0.03% | 290 |
|
|
2023
Q1 | $71.2K | Hold |
200
| – | – | 0.02% | 402 |
|
|
2022
Q4 | $75K | Buy |
+200
| New | +$75K | 0.02% | 366 |
|