Creative Planning’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 | $48.7M | Buy |
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|
2025
Q1 | $42.4M | Buy |
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|
2024
Q4 | $34.9M | Sell |
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|
2024
Q3 | $31.1M | Buy |
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|
2024
Q2 | $36.5M | Buy |
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|
2024
Q1 | $33M | Buy |
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|
2023
Q4 | $27.5M | Sell |
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|
2023
Q3 | $37.1M | Buy |
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|
2023
Q2 | $26.3M | Buy |
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|
2023
Q1 | $20.9M | Buy |
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|
2022
Q4 | $21.9M | Buy |
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|
2022
Q3 | $18.7M | Buy |
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|
2022
Q2 | $11M | Buy |
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|
2022
Q1 | $7.99M | Buy |
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|
2021
Q4 | $6.22M | Buy |
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|
2021
Q3 | $4.66M | Sell |
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|
2021
Q2 | $4.79M | Buy |
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|
2021
Q1 | $3.52M | Buy |
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|
2020
Q4 | $2.96M | Buy |
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|
2020
Q3 | $2.38M | Buy |
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|
2020
Q2 | $2.36M | Sell |
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|
2020
Q1 | $2.2M | Sell |
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|
2019
Q4 | $2.41M | Buy |
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|
2019
Q3 | $2.36M | Sell |
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|
2019
Q2 | $2.42M | Sell |
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|
2019
Q1 | $2.22M | Sell |
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|
2018
Q4 | $2.11M | Buy |
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|
2018
Q3 | $2.32M | Sell |
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|
2018
Q2 | $2.46M | Buy |
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|
2018
Q1 | $2.53M | Buy |
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|
2017
Q4 | $2.74M | Sell |
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|
2017
Q3 | $2.77M | Sell |
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|
2017
Q2 | $3.29M | Sell |
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|
2017
Q1 | $2.97M | Buy |
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|
2016
Q4 | $2.49M | Sell |
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|
2016
Q3 | $3.37M | Buy |
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|
2016
Q2 | $3.36M | Buy |
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|
2016
Q1 | $2.83M | Sell |
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|
2015
Q4 | $4.23M | Buy |
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|
2015
Q3 | $3.2M | Sell |
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|
2015
Q2 | $4.34M | Sell |
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|
2015
Q1 | $4.84M | Buy |
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|
2014
Q4 | $4.34M | Buy |
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|
2014
Q3 | $3.6M | Buy |
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|
2014
Q2 | $3.08M | Buy |
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|
2014
Q1 | $2.36M | Buy |
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|
2013
Q4 | $1.81M | Buy |
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|
2013
Q3 | $1.27M | Sell |
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|
2013
Q2 | $1.16M | Buy |
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