Global Retirement Partners’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $3.61M | Buy |
4,400
+1,497
| +52% | +$1.22M | 0.06% | 278 |
|
|
2025
Q3 | $2.24M | Sell |
2,903
-262
| -8% | -$185K | 0.05% | 327 |
|
|
2025
Q2 | $2.32M | Buy |
+3,165
| New | +$2.23M | 0.06% | 303 |
|
|
2024
Q4 | $2.65M | Buy |
4,653
+1,610
| +53% | +$902K | 0.08% | 251 |
|
|
2024
Q3 | $1.5M | Sell |
3,043
-97
| -3% | -$54K | 0.05% | 348 |
|
|
2024
Q2 | $1.83M | Buy |
3,140
+304
| +11% | +$169K | 0.06% | 285 |
|
|
2024
Q1 | $1.52M | Buy |
2,836
+88
| +3% | +$44.7K | 0.06% | 284 |
|
|
2023
Q4 | $1.34M | Buy |
2,748
+281
| +11% | +$128K | 0.06% | 280 |
|
|
2023
Q3 | $1.09M | Buy |
2,467
+77
| +3% | +$32.5K | 0.05% | 289 |
|
|
2023
Q2 | $1.02M | Sell |
2,390
-786
| -25% | -$302K | 0.05% | 318 |
|
|
2023
Q1 | $1.13M | Buy |
3,176
+206
| +7% | +$74.4K | 0.06% | 285 |
|
|
2022
Q4 | $1.11M | Buy |
2,970
+677
| +30% | +$253K | 0.08% | 248 |
|
|
2022
Q3 | $893K | Buy |
2,293
+59
| +3% | +$20.5K | 0.07% | 254 |
|
|
2022
Q2 | $729K | Buy |
2,234
+650
| +41% | +$208K | 0.06% | 297 |
|
|
2022
Q1 | $521K | Buy |
+1,584
| New | +$431K | 0.04% | 347 |
|
|
2021
Q4 | – | Sell |
-950
| Closed | -$189K | – | 1164 |
|
|
2021
Q3 | $189K | Buy |
950
+59
| +7% | +$11.8K | 0.02% | 484 |
|
|
2021
Q2 | $170K | Buy |
891
+409
| +85% | +$79K | 0.02% | 498 |
|
|
2021
Q1 | $94K | Buy |
482
+312
| +184% | +$56.9K | 0.01% | 587 |
|
|
2020
Q4 | $30K | Buy |
170
+39
| +30% | +$6.5K | ﹤0.01% | 903 |
|
|
2020
Q3 | $20K | Buy |
131
+17
| +15% | +$2.58K | ﹤0.01% | 930 |
|
|
2020
Q2 | $17K | Sell |
114
-17
| -13% | -$2.46K | ﹤0.01% | 955 |
|
|
2020
Q1 | $18K | Buy |
131
+11
| +9% | +$1.61K | ﹤0.01% | 832 |
|
|
2019
Q4 | $17K | Hold |
120
| – | – | ﹤0.01% | 1001 |
|
|
2019
Q3 | $16K | Buy |
120
+45
| +60% | +$6.38K | ﹤0.01% | 989 |
|
|
2019
Q2 | $10K | Hold |
75
| – | – | ﹤0.01% | 1109 |
|
|
2019
Q1 | $9K | Buy |
75
+11
| +17% | +$1.36K | ﹤0.01% | 1084 |
|
|
2018
Q4 | $7K | Buy |
64
+1
| +2% | +$125 | ﹤0.01% | 1068 |
|
|
2018
Q3 | $8K | Hold |
63
| – | – | ﹤0.01% | 1097 |
|
|
2018
Q2 | $8K | Hold |
63
| – | – | ﹤0.01% | 1064 |
|
|
2018
Q1 | $9K | Buy |
63
+44
| +232% | +$6.86K | ﹤0.01% | 994 |
|
|
2017
Q4 | $3K | Buy |
+19
| New | +$2.81K | ﹤0.01% | 1230 |
|
Other funds holding MCK
