GeoWealth 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 | $2.33M | Buy |
3,181
+1,178
| +59% | +$863K | 0.09% | 137 |
|
|
2025
Q1 | $1.35M | Sell |
2,003
-574
| -22% | -$386K | 0.05% | 212 |
|
|
2024
Q4 | $1.47M | Sell |
2,577
-102
| -4% | -$58.1K | 0.05% | 221 |
|
|
2024
Q3 | $1.32M | Sell |
2,679
-1,334
| -33% | -$660K | 0.05% | 249 |
|
|
2024
Q2 | $2.34M | Sell |
4,013
-364
| -8% | -$213K | 0.1% | 141 |
|
|
2024
Q1 | $2.35M | Buy |
4,377
+1,085
| +33% | +$582K | 0.09% | 160 |
|
|
2023
Q4 | $1.52M | Buy |
3,292
+3,017
| +1,097% | +$1.4M | 0.13% | 157 |
|
|
2023
Q3 | $120K | Buy |
275
+20
| +8% | +$8.73K | 0.01% | 319 |
|
|
2023
Q2 | $109K | Sell |
255
-6
| -2% | -$2.57K | 0.01% | 283 |
|
|
2023
Q1 | $92K | Buy |
261
+14
| +6% | +$4.94K | 0.01% | 247 |
|
|
2022
Q4 | $93K | Hold |
247
| – | – | 0.01% | 275 |
|
|
2022
Q3 | $84K | Buy |
+247
| New | +$84K | 0.01% | 276 |
|