Dorsey & Whitney Trust’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
1,472
-72
| -5% | -$52.8K | 0.06% | 263 |
|
|
2025
Q1 | $1.04M | Sell |
1,544
-167
| -10% | -$112K | 0.06% | 255 |
|
|
2024
Q4 | $975K | Sell |
1,711
-379
| -18% | -$216K | 0.05% | 268 |
|
|
2024
Q3 | $1.03M | Buy |
2,090
+1,199
| +135% | +$593K | 0.05% | 258 |
|
|
2024
Q2 | $520K | Buy |
891
+45
| +5% | +$26.3K | 0.04% | 343 |
|
|
2024
Q1 | $454K | Buy |
846
+9
| +1% | +$4.83K | 0.03% | 375 |
|
|
2023
Q4 | $388K | Buy |
837
+16
| +2% | +$7.41K | 0.03% | 395 |
|
|
2023
Q3 | $357K | Sell |
821
-73
| -8% | -$31.7K | 0.03% | 385 |
|
|
2023
Q2 | $382K | Buy |
894
+34
| +4% | +$14.5K | 0.03% | 380 |
|
|
2023
Q1 | $306K | Buy |
860
+19
| +2% | +$6.77K | 0.03% | 420 |
|
|
2022
Q4 | $315K | Hold |
841
| – | – | 0.03% | 401 |
|
|
2022
Q3 | $286K | Sell |
841
-136
| -14% | -$46.3K | 0.03% | 414 |
|
|
2022
Q2 | $319K | Buy |
977
+16
| +2% | +$5.22K | 0.03% | 380 |
|
|
2022
Q1 | $295K | Buy |
961
+32
| +3% | +$9.82K | 0.03% | 423 |
|
|
2021
Q4 | $231K | Buy |
+929
| New | +$231K | 0.02% | 491 |
|
|
2019
Q4 | – | Sell |
-1,545
| Closed | -$211K | – | 452 |
|
|
2019
Q3 | $211K | Buy |
+1,545
| New | +$211K | 0.03% | 381 |
|
|
2017
Q3 | – | Sell |
-1,380
| Closed | -$227K | – | 356 |
|
|
2017
Q2 | $227K | Sell |
1,380
-484
| -26% | -$79.6K | 0.05% | 284 |
|
|
2017
Q1 | $276K | Buy |
1,864
+192
| +11% | +$28.4K | 0.06% | 240 |
|
|
2016
Q4 | $235K | Buy |
1,672
+436
| +35% | +$61.3K | 0.05% | 234 |
|
|
2016
Q3 | $207K | Buy |
+1,236
| New | +$207K | 0.05% | 266 |
|
|
2015
Q3 | – | Sell |
-1,036
| Closed | -$232K | – | 261 |
|
|
2015
Q2 | $232K | Buy |
1,036
+111
| +12% | +$24.9K | 0.06% | 215 |
|
|
2015
Q1 | $208K | Sell |
925
-257
| -22% | -$57.8K | 0.05% | 233 |
|
|
2014
Q4 | $245K | Buy |
+1,182
| New | +$245K | 0.06% | 207 |
|
|
2014
Q1 | – | Sell |
-1,244
| Closed | -$201K | – | 266 |
|
|
2013
Q4 | $201K | Buy |
+1,244
| New | +$201K | 0.05% | 244 |
|