Geneos 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 | $1.03M | Sell |
1,401
-916
| -40% | -$671K | 0.03% | 525 |
|
|
2025
Q1 | $2M | Buy |
2,317
+1,173
| +103% | +$1.01M | 0.03% | 489 |
|
|
2024
Q4 | $652K | Buy |
1,144
+61
| +6% | +$34.8K | 0.02% | 515 |
|
|
2024
Q3 | $535K | Buy |
1,083
+350
| +48% | +$173K | 0.02% | 545 |
|
|
2024
Q2 | $428K | Buy |
733
+136
| +23% | +$79.4K | 0.02% | 532 |
|
|
2024
Q1 | $320K | Buy |
597
+84
| +16% | +$45.1K | 0.01% | 586 |
|
|
2023
Q4 | $238K | Sell |
513
-68
| -12% | -$31.5K | 0.01% | 640 |
|
|
2023
Q3 | $253K | Buy |
581
+17
| +3% | +$7.39K | 0.01% | 622 |
|
|
2023
Q2 | $241K | Buy |
564
+111
| +25% | +$47.4K | 0.01% | 638 |
|
|
2023
Q1 | $161K | Sell |
453
-55
| -11% | -$19.6K | 0.01% | 709 |
|
|
2022
Q4 | $191K | Sell |
508
-20
| -4% | -$7.5K | 0.01% | 633 |
|
|
2022
Q3 | $179K | Sell |
528
-218
| -29% | -$73.9K | 0.01% | 634 |
|
|
2022
Q2 | $245K | Buy |
746
+30
| +4% | +$9.85K | 0.01% | 679 |
|
|
2022
Q1 | $219K | Buy |
716
+102
| +17% | +$31.2K | 0.01% | 766 |
|
|
2021
Q4 | $152K | Buy |
614
+4
| +0.7% | +$990 | 0.01% | 992 |
|
|
2021
Q3 | $122K | Buy |
610
+28
| +5% | +$5.6K | ﹤0.01% | 1087 |
|
|
2021
Q2 | $112K | Sell |
582
-34
| -6% | -$6.54K | ﹤0.01% | 1122 |
|
|
2021
Q1 | $115K | Buy |
616
+12
| +2% | +$2.24K | ﹤0.01% | 1235 |
|
|
2020
Q4 | $117K | Sell |
604
-381
| -39% | -$73.8K | ﹤0.01% | 1067 |
|
|
2020
Q3 | $146K | Sell |
985
-21
| -2% | -$3.11K | 0.01% | 795 |
|
|
2020
Q2 | $149K | Sell |
1,006
-256
| -20% | -$37.9K | 0.01% | 756 |
|
|
2020
Q1 | $158K | Sell |
1,262
-303
| -19% | -$37.9K | 0.01% | 693 |
|
|
2019
Q4 | $218K | Buy |
1,565
+108
| +7% | +$15K | 0.01% | 674 |
|
|
2019
Q3 | $197K | Sell |
1,457
-9
| -0.6% | -$1.22K | 0.01% | 666 |
|
|
2019
Q2 | $200K | Sell |
1,466
-240
| -14% | -$32.7K | 0.01% | 665 |
|
|
2019
Q1 | $199K | Sell |
1,706
-476
| -22% | -$55.5K | 0.01% | 638 |
|
|
2018
Q4 | $240K | Sell |
2,182
-43
| -2% | -$4.73K | 0.02% | 556 |
|
|
2018
Q3 | $295K | Buy |
2,225
+170
| +8% | +$22.5K | 0.02% | 514 |
|
|
2018
Q2 | $274K | Sell |
2,055
-17
| -0.8% | -$2.27K | 0.02% | 472 |
|
|
2018
Q1 | $291K | Buy |
2,072
+204
| +11% | +$28.7K | 0.03% | 431 |
|
|
2017
Q4 | $291K | Buy |
1,868
+112
| +6% | +$17.4K | 0.03% | 430 |
|
|
2017
Q3 | $269K | Sell |
1,756
-1,570
| -47% | -$241K | 0.03% | 430 |
|
|
2017
Q2 | $547K | Sell |
3,326
-18
| -0.5% | -$2.96K | 0.06% | 274 |
|
|
2017
Q1 | $495K | Buy |
3,344
+2,043
| +157% | +$302K | 0.05% | 280 |
|
|
2016
Q4 | $182K | Buy |
1,301
+200
| +18% | +$28K | 0.02% | 479 |
|
|
2016
Q3 | $183K | Sell |
1,101
-126
| -10% | -$20.9K | 0.02% | 464 |
|
|
2016
Q2 | $230K | Buy |
1,227
+12
| +1% | +$2.25K | 0.03% | 406 |
|
|
2016
Q1 | $191K | Buy |
+1,215
| New | +$191K | 0.03% | 441 |
|