Forza Wealth 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 | $967K | Hold |
1,319
| – | – | 0.4% | 63 |
|
|
2025
Q1 | $888K | Sell |
1,319
-15
| -1% | -$10.1K | 0.4% | 65 |
|
|
2024
Q4 | $760K | Hold |
1,334
| – | – | 0.35% | 73 |
|
|
2024
Q3 | $660K | Hold |
1,334
| – | – | 0.3% | 84 |
|
|
2024
Q2 | $779K | Hold |
1,334
| – | – | 0.4% | 69 |
|
|
2024
Q1 | $716K | Sell |
1,334
-50
| -4% | -$26.8K | 0.37% | 73 |
|
|
2023
Q4 | $641K | Sell |
1,384
-88
| -6% | -$40.7K | 0.35% | 80 |
|
|
2023
Q3 | $640K | Hold |
1,472
| – | – | 0.33% | 95 |
|
|
2023
Q2 | $629K | Buy |
1,472
+7
| +0.5% | +$2.99K | 0.32% | 95 |
|
|
2023
Q1 | $522K | Hold |
1,465
| – | – | 0.27% | 109 |
|
|
2022
Q4 | $550K | Buy |
+1,465
| New | +$550K | 0.36% | 75 |
|