Concord Wealth Partners’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Sell |
3,569
-1,450
| -29% | -$1.06M | 0.38% | 63 |
|
|
2025
Q1 | $3.38M | Buy |
5,019
+4,872
| +3,314% | +$3.28M | 0.55% | 42 |
|
|
2024
Q4 | $84K | Sell |
147
-1
| -0.7% | -$571 | 0.01% | 269 |
|
|
2024
Q3 | $73.3K | Buy |
148
+9
| +6% | +$4.46K | 0.01% | 287 |
|
|
2024
Q2 | $81.3K | Sell |
139
-20
| -13% | -$11.7K | 0.01% | 257 |
|
|
2024
Q1 | $85.5K | Buy |
159
+13
| +9% | +$6.99K | 0.02% | 284 |
|
|
2023
Q4 | $67.6K | Sell |
146
-44
| -23% | -$20.4K | 0.01% | 317 |
|
|
2023
Q3 | $82.6K | Sell |
190
-163
| -46% | -$70.9K | 0.02% | 307 |
|
|
2023
Q2 | $151K | Buy |
353
+70
| +25% | +$29.9K | 0.03% | 223 |
|
|
2023
Q1 | $101K | Sell |
283
-20
| -7% | -$7.12K | 0.03% | 248 |
|
|
2022
Q4 | $114K | Buy |
+303
| New | +$114K | 0.03% | 229 |
|
|
2022
Q3 | – | Sell |
-550
| Closed | -$179K | – | 724 |
|
|
2022
Q2 | $179K | Sell |
550
-9
| -2% | -$2.93K | 0.05% | 170 |
|
|
2022
Q1 | $171K | Sell |
559
-4
| -0.7% | -$1.22K | 0.04% | 202 |
|
|
2021
Q4 | $140K | Buy |
563
+109
| +24% | +$27.1K | 0.03% | 250 |
|
|
2021
Q3 | $91K | Sell |
454
-107
| -19% | -$21.4K | 0.04% | 150 |
|
|
2021
Q2 | $107K | Sell |
561
-82
| -13% | -$15.6K | 0.03% | 225 |
|
|
2021
Q1 | $125K | Sell |
643
-183
| -22% | -$35.6K | 0.04% | 181 |
|
|
2020
Q4 | $144K | Buy |
+826
| New | +$144K | 0.11% | 100 |
|