FSB Premier 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 | $1.45M | Buy |
1,984
+379
| +24% | +$278K | 0.52% | 55 |
|
|
2025
Q1 | $1.08M | Buy |
1,605
+250
| +18% | +$168K | 0.42% | 67 |
|
|
2024
Q4 | $772K | Sell |
1,355
-60
| -4% | -$34.2K | 0.31% | 84 |
|
|
2024
Q3 | $700K | Buy |
1,415
+350
| +33% | +$173K | 0.29% | 93 |
|
|
2024
Q2 | $622K | Buy |
1,065
+389
| +58% | +$227K | 0.28% | 82 |
|
|
2024
Q1 | $363K | Buy |
676
+141
| +26% | +$75.7K | 0.17% | 120 |
|
|
2023
Q4 | $248K | Buy |
+535
| New | +$248K | 0.12% | 145 |
|
|
2022
Q1 | – | Sell |
-192
| Closed | -$47K | – | 360 |
|
|
2021
Q4 | $47K | Buy |
+192
| New | +$47K | 0.02% | 240 |
|