Greenleaf Trust’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.16M | Sell |
7,044
-681
| -9% | -$499K | 0.05% | 99 |
|
2025
Q1 | $5.2M | Buy |
7,725
+6
| +0.1% | +$4.04K | 0.05% | 103 |
|
2024
Q4 | $4.4M | Buy |
7,719
+43
| +0.6% | +$24.5K | 0.04% | 115 |
|
2024
Q3 | $3.8M | Buy |
7,676
+2,937
| +62% | +$1.45M | 0.03% | 120 |
|
2024
Q2 | $2.77M | Buy |
4,739
+45
| +1% | +$26.3K | 0.03% | 145 |
|
2024
Q1 | $2.52M | Sell |
4,694
-270
| -5% | -$145K | 0.02% | 149 |
|
2023
Q4 | $2.3M | Buy |
4,964
+120
| +2% | +$55.6K | 0.02% | 154 |
|
2023
Q3 | $2.11M | Buy |
4,844
+54
| +1% | +$23.5K | 0.02% | 154 |
|
2023
Q2 | $2.05M | Sell |
4,790
-42
| -0.9% | -$17.9K | 0.02% | 160 |
|
2023
Q1 | $1.72M | Sell |
4,832
-32
| -0.7% | -$11.4K | 0.02% | 182 |
|
2022
Q4 | $1.83M | Buy |
4,864
+222
| +5% | +$83.3K | 0.02% | 170 |
|
2022
Q3 | $1.58M | Buy |
4,642
+166
| +4% | +$56.4K | 0.02% | 173 |
|
2022
Q2 | $1.46M | Buy |
4,476
+149
| +3% | +$48.6K | 0.02% | 167 |
|
2022
Q1 | $1.33M | Buy |
4,327
+192
| +5% | +$58.8K | 0.02% | 195 |
|
2021
Q4 | $1.03M | Buy |
4,135
+104
| +3% | +$25.9K | 0.01% | 237 |
|
2021
Q3 | $804K | Buy |
4,031
+181
| +5% | +$36.1K | 0.01% | 272 |
|
2021
Q2 | $736K | Buy |
3,850
+51
| +1% | +$9.75K | 0.01% | 299 |
|
2021
Q1 | $741K | Buy |
3,799
+842
| +28% | +$164K | 0.01% | 274 |
|
2020
Q4 | $514K | Buy |
2,957
+92
| +3% | +$16K | 0.01% | 329 |
|
2020
Q3 | $427K | Buy |
2,865
+103
| +4% | +$15.4K | 0.01% | 323 |
|
2020
Q2 | $424K | Buy |
2,762
+549
| +25% | +$84.3K | 0.01% | 323 |
|
2020
Q1 | $299K | Buy |
2,213
+313
| +16% | +$42.3K | 0.01% | 339 |
|
2019
Q4 | $263K | Sell |
1,900
-71
| -4% | -$9.83K | ﹤0.01% | 446 |
|
2019
Q3 | $269K | Buy |
1,971
+239
| +14% | +$32.6K | ﹤0.01% | 438 |
|
2019
Q2 | $233K | Buy |
+1,732
| New | +$233K | ﹤0.01% | 468 |
|
2018
Q1 | – | Sell |
-153
| Closed | -$24K | – | 616 |
|
2017
Q4 | $24K | Sell |
153
-43
| -22% | -$6.75K | ﹤0.01% | 562 |
|
2017
Q3 | $30K | Buy |
+196
| New | +$30K | ﹤0.01% | 505 |
|