Haverford Financial Services’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.3M | Sell |
12,686
-1,009
| -7% | -$739K | 2.75% | 16 |
|
|
2025
Q1 | $9.22M | Sell |
13,695
-67
| -0.5% | -$45.1K | 2.84% | 18 |
|
|
2024
Q4 | $7.84M | Sell |
13,762
-621
| -4% | -$354K | 2.39% | 19 |
|
|
2024
Q3 | $7.11M | Sell |
14,383
-1
| -0% | -$494 | 2.04% | 25 |
|
|
2024
Q2 | $8.4M | Sell |
14,384
-56
| -0.4% | -$32.7K | 2.52% | 19 |
|
|
2024
Q1 | $7.75M | Sell |
14,440
-42
| -0.3% | -$22.5K | 2.23% | 21 |
|
|
2023
Q4 | $6.7M | Buy |
14,482
+52
| +0.4% | +$24.1K | 2.01% | 27 |
|
|
2023
Q3 | $6.27M | Buy |
+14,430
| New | +$6.27M | 2.02% | 28 |
|
|
2023
Q1 | – | Sell |
-6,315
| Closed | -$2.37M | – | 58 |
|
|
2022
Q4 | $2.37M | Hold |
6,315
| – | – | 0.65% | 31 |
|
|
2022
Q3 | $2.15M | Hold |
6,315
| – | – | 0.66% | 30 |
|
|
2022
Q2 | $2.06M | Sell |
6,315
-395
| -6% | -$129K | 0.6% | 31 |
|
|
2022
Q1 | $2.05M | Hold |
6,710
| – | – | 0.51% | 32 |
|
|
2021
Q4 | $1.67M | Buy |
6,710
+705
| +12% | +$175K | 0.38% | 35 |
|
|
2021
Q3 | $1.2M | Hold |
6,005
| – | – | 0.29% | 38 |
|
|
2021
Q2 | $1.15M | Buy |
6,005
+1,425
| +31% | +$272K | 0.28% | 43 |
|
|
2021
Q1 | $893K | Buy |
+4,580
| New | +$893K | 0.23% | 49 |
|