Fiduciary Family Office’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.67M | Sell |
2,276
-148
| -6% | -$108K | 0.55% | 34 |
|
2025
Q1 | $1.63M | Buy |
+2,424
| New | +$1.63M | 0.54% | 33 |
|
2024
Q4 | – | Sell |
-1,737
| Closed | -$859K | – | 166 |
|
2024
Q3 | $859K | Sell |
1,737
-51
| -3% | -$25.2K | 0.28% | 79 |
|
2024
Q2 | $1.04M | Buy |
1,788
+21
| +1% | +$12.3K | 0.41% | 60 |
|
2024
Q1 | $949K | Buy |
1,767
+574
| +48% | +$308K | 0.37% | 71 |
|
2023
Q4 | $552K | Buy |
+1,193
| New | +$552K | 0.24% | 106 |
|