Cresset Asset Management’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $863K | Buy |
1,176
+262
| +29% | +$192K | ﹤0.01% | 825 |
|
|
2025
Q1 | $616K | Sell |
914
-207
| -18% | -$139K | ﹤0.01% | 964 |
|
|
2024
Q4 | $639K | Sell |
1,121
-10,259
| -90% | -$5.85M | ﹤0.01% | 961 |
|
|
2024
Q3 | $5.63M | Sell |
11,380
-957
| -8% | -$474K | 0.02% | 418 |
|
|
2024
Q2 | $7.21M | Buy |
12,337
+1,317
| +12% | +$770K | 0.03% | 345 |
|
|
2024
Q1 | $5.92M | Buy |
11,020
+648
| +6% | +$348K | 0.03% | 351 |
|
|
2023
Q4 | $4.81M | Buy |
10,372
+507
| +5% | +$235K | 0.03% | 342 |
|
|
2023
Q3 | $4.3M | Sell |
9,865
-64
| -0.6% | -$27.9K | 0.02% | 341 |
|
|
2023
Q2 | $4.25M | Buy |
9,929
+8,932
| +896% | +$3.82M | 0.01% | 345 |
|
|
2023
Q1 | $355K | Buy |
+997
| New | +$355K | 0.01% | 582 |
|
|
2022
Q4 | – | Sell |
-1,148
| Closed | -$392K | – | 827 |
|
|
2022
Q3 | $392K | Buy |
1,148
+422
| +58% | +$144K | 0.01% | 581 |
|
|
2022
Q2 | $235K | Sell |
726
-1,484
| -67% | -$480K | ﹤0.01% | 784 |
|
|
2022
Q1 | $677K | Sell |
2,210
-243
| -10% | -$74.4K | 0.01% | 512 |
|
|
2021
Q4 | $611K | Buy |
2,453
+635
| +35% | +$158K | 0.01% | 629 |
|
|
2021
Q3 | $363K | Buy |
1,818
+741
| +69% | +$148K | ﹤0.01% | 754 |
|
|
2021
Q2 | $206K | Buy |
+1,077
| New | +$206K | ﹤0.01% | 943 |
|
|
2019
Q2 | – | Sell |
-402
| Closed | -$47K | – | 1172 |
|
|
2019
Q1 | $47K | Buy |
402
+191
| +91% | +$22.3K | ﹤0.01% | 807 |
|
|
2018
Q4 | $23K | Buy |
+211
| New | +$23K | ﹤0.01% | 678 |
|