Dakota 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 | $13.5M | Buy |
18,448
+16,933
| +1,118% | +$12.4M | 0.28% | 70 |
|
|
2025
Q1 | $1.02M | Sell |
1,515
-67
| -4% | -$45.1K | 0.02% | 367 |
|
|
2024
Q4 | $902K | Buy |
1,582
+43
| +3% | +$24.5K | 0.02% | 385 |
|
|
2024
Q3 | $761K | Buy |
1,539
+128
| +9% | +$63.3K | 0.02% | 419 |
|
|
2024
Q2 | $824K | Sell |
1,411
-1
| -0.1% | -$584 | 0.02% | 405 |
|
|
2024
Q1 | $758K | Sell |
1,412
-106
| -7% | -$56.9K | 0.02% | 420 |
|
|
2023
Q4 | $703K | Buy |
1,518
+228
| +18% | +$106K | 0.03% | 367 |
|
|
2023
Q3 | $561K | Buy |
1,290
+251
| +24% | +$109K | 0.02% | 382 |
|
|
2023
Q2 | $444K | Buy |
1,039
+42
| +4% | +$17.9K | 0.02% | 403 |
|
|
2023
Q1 | $355K | Sell |
997
-32
| -3% | -$11.4K | 0.02% | 426 |
|
|
2022
Q4 | $386K | Buy |
+1,029
| New | +$386K | 0.03% | 399 |
|