Geneos Wealth Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $882K | Sell |
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|
2025
Q2 | $1.03M | Sell |
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|
2025
Q1 | $2M | Buy |
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|
2024
Q4 | $652K | Buy |
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|
2024
Q3 | $535K | Buy |
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|
2024
Q2 | $428K | Buy |
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|
2024
Q1 | $320K | Buy |
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|
2023
Q4 | $238K | Sell |
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|
2023
Q3 | $253K | Buy |
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|
2023
Q2 | $241K | Buy |
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|
2023
Q1 | $161K | Sell |
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|
2022
Q4 | $191K | Sell |
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|
2022
Q3 | $179K | Sell |
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|
2022
Q2 | $245K | Buy |
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|
2022
Q1 | $219K | Buy |
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|
2021
Q4 | $152K | Buy |
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|
2021
Q3 | $122K | Buy |
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|
2021
Q2 | $112K | Sell |
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|
2021
Q1 | $115K | Buy |
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|
2020
Q4 | $117K | Sell |
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|
2020
Q3 | $146K | Sell |
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|
2020
Q2 | $149K | Sell |
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|
2020
Q1 | $158K | Sell |
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|
2019
Q4 | $218K | Buy |
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|
2019
Q3 | $197K | Sell |
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|
2019
Q2 | $200K | Sell |
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|
2019
Q1 | $199K | Sell |
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|
2018
Q4 | $240K | Sell |
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|
2018
Q3 | $295K | Buy |
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|
2018
Q2 | $274K | Sell |
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|
2018
Q1 | $291K | Buy |
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|
2017
Q4 | $291K | Buy |
|
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|
2017
Q3 | $269K | Sell |
|
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|
2017
Q2 | $547K | Sell |
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|
2017
Q1 | $495K | Buy |
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|
2016
Q4 | $182K | Buy |
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|
2016
Q3 | $183K | Sell |
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|
2016
Q2 | $230K | Buy |
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|
2016
Q1 | $191K | Buy |
|