Forum Financial 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 | $1.1M | Sell |
1,500
-40
| -3% | -$29.3K | 0.02% | 200 |
|
|
2025
Q1 | $1.04M | Sell |
1,540
-366
| -19% | -$246K | 0.02% | 198 |
|
|
2024
Q4 | $1.09M | Buy |
1,906
+13
| +0.7% | +$7.41K | 0.02% | 196 |
|
|
2024
Q3 | $936K | Buy |
1,893
+2
| +0.1% | +$989 | 0.02% | 195 |
|
|
2024
Q2 | $1.1M | Buy |
1,891
+211
| +13% | +$123K | 0.02% | 157 |
|
|
2024
Q1 | $902K | Buy |
1,680
+2
| +0.1% | +$1.07K | 0.02% | 203 |
|
|
2023
Q4 | $777K | Hold |
1,678
| – | – | 0.01% | 198 |
|
|
2023
Q3 | $730K | Hold |
1,678
| – | – | 0.02% | 208 |
|
|
2023
Q2 | $717K | Sell |
1,678
-266
| -14% | -$114K | 0.02% | 213 |
|
|
2023
Q1 | $692K | Buy |
1,944
+6
| +0.3% | +$2.14K | 0.02% | 196 |
|
|
2022
Q4 | $727K | Sell |
1,938
-50
| -3% | -$18.8K | 0.02% | 188 |
|
|
2022
Q3 | $676K | Hold |
1,988
| – | – | 0.03% | 164 |
|
|
2022
Q2 | $649K | Buy |
1,988
+50
| +3% | +$16.3K | 0.03% | 188 |
|
|
2022
Q1 | $593K | Hold |
1,938
| – | – | 0.03% | 211 |
|
|
2021
Q4 | $482K | Buy |
+1,938
| New | +$482K | 0.02% | 260 |
|