Congress Wealth Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.07M | Buy |
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|
2025
Q1 | $1.94M | Buy |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $1.22M | Sell |
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|
2024
Q2 | $1.48M | Buy |
|
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|
2024
Q1 | $1.3M | Sell |
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|
2023
Q4 | $1.13M | Buy |
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $828K | Sell |
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|
2022
Q4 | $874K | Buy |
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|
2022
Q3 | $789K | Sell |
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|
2022
Q2 | $766K | Sell |
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|
2022
Q1 | $787K | Buy |
|