HB 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 | $4.85M | Sell |
6,616
-1,794
| -21% | -$1.31M | 0.04% | 231 |
|
|
2025
Q1 | $5.66M | Buy |
8,410
+872
| +12% | +$587K | 0.05% | 206 |
|
|
2024
Q4 | $4.3M | Buy |
7,538
+709
| +10% | +$404K | 0.04% | 180 |
|
|
2024
Q3 | $3.38M | Sell |
6,829
-947
| -12% | -$468K | 0.04% | 202 |
|
|
2024
Q2 | $4.54M | Buy |
7,776
+1,305
| +20% | +$762K | 0.05% | 162 |
|
|
2024
Q1 | $3.47M | Buy |
6,471
+471
| +8% | +$253K | 0.04% | 180 |
|
|
2023
Q4 | $2.78M | Buy |
6,000
+319
| +6% | +$148K | 0.04% | 186 |
|
|
2023
Q3 | $2.47M | Buy |
5,681
+396
| +7% | +$172K | 0.04% | 182 |
|
|
2023
Q2 | $2.26M | Sell |
5,285
-1,535
| -23% | -$656K | 0.04% | 190 |
|
|
2023
Q1 | $2.43M | Sell |
6,820
-104
| -2% | -$37K | 0.04% | 177 |
|
|
2022
Q4 | $2.6M | Buy |
6,924
+4,193
| +154% | +$1.57M | 0.05% | 171 |
|
|
2022
Q3 | $928K | Buy |
2,731
+86
| +3% | +$29.2K | 0.02% | 271 |
|
|
2022
Q2 | $863K | Buy |
2,645
+1,442
| +120% | +$470K | 0.02% | 269 |
|
|
2022
Q1 | $368K | Buy |
1,203
+1
| +0.1% | +$306 | 0.01% | 403 |
|
|
2021
Q4 | $299K | Buy |
+1,202
| New | +$299K | 0.01% | 388 |
|