Golden State 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 | $929K | Hold |
1,268
| – | – | 0.11% | 152 |
|
|
2025
Q1 | $853K | Hold |
1,268
| – | – | 0.13% | 141 |
|
|
2024
Q4 | $723K | Buy |
+1,268
| New | +$723K | 0.11% | 150 |
|
|
2022
Q1 | $469K | Sell |
1,533
-17
| -1% | -$5.2K | 0.09% | 182 |
|
|
2021
Q4 | $385K | Buy |
1,550
+16
| +1% | +$3.97K | 0.07% | 251 |
|
|
2021
Q3 | $306K | Hold |
1,534
| – | – | 0.07% | 232 |
|
|
2021
Q2 | $293K | Sell |
1,534
-596
| -28% | -$114K | 0.06% | 230 |
|
|
2021
Q1 | $415K | Buy |
+2,130
| New | +$415K | 0.14% | 116 |
|
|
2020
Q2 | – | Sell |
-526
| Closed | -$71K | – | 602 |
|
|
2020
Q1 | $71K | Buy |
+526
| New | +$71K | 0.03% | 299 |
|
|
2019
Q4 | – | Sell |
-570
| Closed | -$78K | – | 567 |
|
|
2019
Q3 | $78K | Buy |
570
+400
| +235% | +$54.7K | 0.03% | 351 |
|
|
2019
Q2 | $22K | Hold |
170
| – | – | 0.01% | 602 |
|
|
2019
Q1 | $20K | Buy |
+170
| New | +$20K | 0.01% | 628 |
|