Forvis Mazars Wealth Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.4M | Sell |
8,739
-213
| -2% | -$156K | 0.14% | 82 |
|
|
2025
Q1 | $6.02M | Buy |
8,952
+60
| +0.7% | +$40.4K | 0.14% | 76 |
|
|
2024
Q4 | $5.07M | Sell |
8,892
-180
| -2% | -$103K | 0.12% | 87 |
|
|
2024
Q3 | $4.49M | Sell |
9,072
-256
| -3% | -$127K | 0.1% | 99 |
|
|
2024
Q2 | $5.45M | Sell |
9,328
-105
| -1% | -$61.3K | 0.14% | 85 |
|
|
2024
Q1 | $5.06M | Sell |
9,433
-410
| -4% | -$220K | 0.13% | 87 |
|
|
2023
Q4 | $4.56M | Sell |
9,843
-342
| -3% | -$158K | 0.13% | 87 |
|
|
2023
Q3 | $4.43M | Sell |
10,185
-4,009
| -28% | -$1.74M | 0.13% | 87 |
|
|
2023
Q2 | $6.07M | Buy |
14,194
+3,553
| +33% | +$1.52M | 0.18% | 82 |
|
|
2023
Q1 | $3.79M | Buy |
10,641
+267
| +3% | +$95.1K | 0.12% | 103 |
|
|
2022
Q4 | $3.89M | Sell |
10,374
-110
| -1% | -$41.3K | 0.14% | 95 |
|
|
2022
Q3 | $3.56M | Buy |
10,484
+191
| +2% | +$64.9K | 0.14% | 94 |
|
|
2022
Q2 | $3.36M | Sell |
10,293
-263
| -2% | -$85.8K | 0.14% | 88 |
|
|
2022
Q1 | $3.23M | Buy |
10,556
+392
| +4% | +$120K | 0.14% | 80 |
|
|
2021
Q4 | $2.53M | Buy |
10,164
+124
| +1% | +$30.8K | 0.11% | 87 |
|
|
2021
Q3 | $2M | Buy |
10,040
+358
| +4% | +$71.4K | 0.09% | 96 |
|
|
2021
Q2 | $1.85M | Buy |
9,682
+557
| +6% | +$107K | 0.09% | 97 |
|
|
2021
Q1 | $1.78M | Buy |
9,125
+885
| +11% | +$173K | 0.09% | 101 |
|
|
2020
Q4 | $1.43M | Buy |
8,240
+1,118
| +16% | +$194K | 0.07% | 126 |
|
|
2020
Q3 | $1.06M | Buy |
7,122
+1,972
| +38% | +$294K | 0.06% | 130 |
|
|
2020
Q2 | $790K | Buy |
5,150
+2,333
| +83% | +$358K | 0.05% | 149 |
|
|
2020
Q1 | $381K | Buy |
2,817
+1,371
| +95% | +$185K | 0.03% | 195 |
|
|
2019
Q4 | $200K | Buy |
+1,446
| New | +$200K | 0.01% | 284 |
|
|
2016
Q1 | – | Sell |
-1,623
| Closed | -$320K | – | 197 |
|
|
2015
Q4 | $320K | Buy |
1,623
+34
| +2% | +$6.7K | 0.05% | 145 |
|
|
2015
Q3 | $294K | Buy |
+1,589
| New | +$294K | 0.05% | 138 |
|