Daymark Wealth Partners’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $924K | Sell |
1,261
-6
| -0.5% | -$4.4K | 0.04% | 273 |
|
2025
Q1 | $852K | Sell |
1,267
-20
| -2% | -$13.5K | 0.04% | 263 |
|
2024
Q4 | $734K | Sell |
1,287
-39
| -3% | -$22.2K | 0.03% | 275 |
|
2024
Q3 | $655K | Sell |
1,326
-22
| -2% | -$10.9K | 0.03% | 298 |
|
2024
Q2 | $788K | Buy |
1,348
+123
| +10% | +$71.9K | 0.04% | 273 |
|
2024
Q1 | $658K | Buy |
+1,225
| New | +$658K | 0.04% | 244 |
|
2023
Q3 | – | Sell |
-659
| Closed | -$282K | – | 398 |
|
2023
Q2 | $282K | Sell |
659
-137
| -17% | -$58.5K | 0.02% | 305 |
|
2023
Q1 | $283K | Buy |
+796
| New | +$283K | 0.04% | 244 |
|