Congress 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 | $8.07M | Buy |
11,008
+8,130
| +282% | +$5.96M | 0.08% | 291 |
|
|
2025
Q1 | $1.94M | Buy |
2,878
+259
| +10% | +$174K | 0.02% | 499 |
|
|
2024
Q4 | $1.49M | Buy |
2,619
+154
| +6% | +$87.8K | 0.02% | 455 |
|
|
2024
Q3 | $1.22M | Sell |
2,465
-74
| -3% | -$36.6K | 0.02% | 489 |
|
|
2024
Q2 | $1.48M | Buy |
2,539
+112
| +5% | +$65.4K | 0.02% | 386 |
|
|
2024
Q1 | $1.3M | Sell |
2,427
-21
| -0.9% | -$11.3K | 0.02% | 355 |
|
|
2023
Q4 | $1.13M | Buy |
2,448
+43
| +2% | +$19.9K | 0.02% | 376 |
|
|
2023
Q3 | $1.05M | Buy |
2,405
+42
| +2% | +$18.3K | 0.02% | 371 |
|
|
2023
Q2 | $1.01M | Buy |
2,363
+39
| +2% | +$16.7K | 0.02% | 337 |
|
|
2023
Q1 | $828K | Sell |
2,324
-7
| -0.3% | -$2.49K | 0.02% | 365 |
|
|
2022
Q4 | $874K | Buy |
2,331
+8
| +0.3% | +$3K | 0.02% | 351 |
|
|
2022
Q3 | $789K | Sell |
2,323
-27
| -1% | -$9.17K | 0.02% | 355 |
|
|
2022
Q2 | $766K | Sell |
2,350
-221
| -9% | -$72K | 0.02% | 366 |
|
|
2022
Q1 | $787K | Buy |
+2,571
| New | +$787K | 0.02% | 391 |
|