CreativeOne Wealth’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.5M | Sell |
7,504
-1,221
| -14% | -$895K | 0.14% | 143 |
|
|
2025
Q1 | $5.87M | Sell |
8,725
-945
| -10% | -$636K | 0.18% | 119 |
|
|
2024
Q4 | $5.51M | Buy |
9,670
+3,057
| +46% | +$1.74M | 0.17% | 120 |
|
|
2024
Q3 | $3.27M | Buy |
6,613
+364
| +6% | +$180K | 0.11% | 173 |
|
|
2024
Q2 | $3.65M | Sell |
6,249
-39
| -0.6% | -$22.8K | 0.18% | 114 |
|
|
2024
Q1 | $3.38M | Buy |
6,288
+5,169
| +462% | +$2.78M | 0.13% | 140 |
|
|
2023
Q4 | $518K | Buy |
1,119
+372
| +50% | +$172K | 0.03% | 362 |
|
|
2023
Q3 | $324K | Sell |
747
-298
| -29% | -$129K | 0.02% | 423 |
|
|
2023
Q2 | $446K | Buy |
1,045
+142
| +16% | +$60.6K | 0.02% | 527 |
|
|
2023
Q1 | $322K | Buy |
903
+236
| +35% | +$84.2K | 0.02% | 612 |
|
|
2022
Q4 | $250K | Sell |
667
-23
| -3% | -$8.62K | 0.01% | 636 |
|
|
2022
Q3 | $235K | Sell |
690
-197
| -22% | -$67.1K | 0.01% | 627 |
|
|
2022
Q2 | $289K | Buy |
887
+138
| +18% | +$45K | 0.02% | 571 |
|
|
2022
Q1 | $229K | Buy |
+749
| New | +$229K | 0.01% | 667 |
|