Crestwood Advisors Group’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Buy |
649
+75
| +13% | +$54.9K | 0.01% | 352 |
|
|
2025
Q1 | $386K | Buy |
574
+137
| +31% | +$92.2K | 0.01% | 379 |
|
|
2024
Q4 | $249K | Buy |
+437
| New | +$249K | ﹤0.01% | 415 |
|
|
2024
Q3 | – | Sell |
-379
| Closed | -$221K | – | 446 |
|
|
2024
Q2 | $221K | Buy |
+379
| New | +$221K | ﹤0.01% | 400 |
|
|
2017
Q2 | – | Sell |
-360
| Closed | -$50K | – | 323 |
|
|
2017
Q1 | $50K | Buy |
+360
| New | +$50K | ﹤0.01% | 252 |
|
|
2016
Q1 | – | Sell |
-1,257
| Closed | -$248K | – | 146 |
|
|
2015
Q4 | $248K | Hold |
1,257
| – | – | 0.03% | 131 |
|
|
2015
Q3 | $233K | Sell |
1,257
-44
| -3% | -$8.16K | 0.03% | 129 |
|
|
2015
Q2 | $293K | Sell |
1,301
-435
| -25% | -$98K | 0.04% | 122 |
|
|
2015
Q1 | $393K | Buy |
+1,736
| New | +$393K | 0.06% | 94 |
|