Hummer Financial Advisory 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 | $440K | Hold |
600
| – | – | 0.33% | 65 |
|
2025
Q1 | $404K | Hold |
600
| – | – | 0.33% | 63 |
|
2024
Q4 | $342K | Hold |
600
| – | – | 0.27% | 70 |
|
2024
Q3 | $297K | Hold |
600
| – | – | 0.23% | 81 |
|
2024
Q2 | $351K | Hold |
600
| – | – | 0.3% | 68 |
|
2024
Q1 | $322K | Hold |
600
| – | – | 0.27% | 76 |
|
2023
Q4 | $278K | Hold |
600
| – | – | 0.25% | 79 |
|
2023
Q3 | $261K | Hold |
600
| – | – | 0.27% | 77 |
|
2023
Q2 | $257K | Buy |
+600
| New | +$257K | 0.25% | 82 |
|
2023
Q1 | – | Sell |
-600
| Closed | -$225K | – | 88 |
|
2022
Q4 | $225K | Hold |
600
| – | – | 0.25% | 85 |
|
2022
Q3 | $204K | Buy |
+600
| New | +$204K | 0.24% | 86 |
|