Envestnet Portfolio Solutions’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.04M | Sell |
8,249
-1,354
| -14% | -$992K | 0.02% | 317 |
|
2025
Q1 | $6.46M | Sell |
9,603
-4,197
| -30% | -$2.82M | 0.02% | 305 |
|
2024
Q4 | $7.86M | Sell |
13,800
-1,017
| -7% | -$580K | 0.03% | 294 |
|
2024
Q3 | $7.33M | Sell |
14,817
-264
| -2% | -$131K | 0.02% | 311 |
|
2024
Q2 | $8.81M | Sell |
15,081
-1,989
| -12% | -$1.16M | 0.03% | 254 |
|
2024
Q1 | $9.16M | Buy |
17,070
+915
| +6% | +$491K | 0.03% | 243 |
|
2023
Q4 | $7.48M | Buy |
16,155
+217
| +1% | +$100K | 0.03% | 247 |
|
2023
Q3 | $6.93M | Buy |
+15,938
| New | +$6.93M | 0.03% | 238 |
|