IAM Advisory’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.85M | Sell |
3,895
-43
| -1% | -$31.5K | 0.69% | 20 |
|
|
2025
Q1 | $2.65M | Sell |
3,938
-92
| -2% | -$61.9K | 0.69% | 21 |
|
|
2024
Q4 | $2.3M | Buy |
4,030
+47
| +1% | +$26.8K | 0.58% | 27 |
|
|
2024
Q3 | $1.97M | Buy |
3,983
+27
| +0.7% | +$13.4K | 0.5% | 36 |
|
|
2024
Q2 | $2.31M | Buy |
3,956
+21
| +0.5% | +$12.3K | 0.63% | 27 |
|
|
2024
Q1 | $2.11M | Buy |
3,935
+61
| +2% | +$32.7K | 0.58% | 28 |
|
|
2023
Q4 | $1.79M | Buy |
3,874
+68
| +2% | +$31.5K | 0.56% | 28 |
|
|
2023
Q3 | $1.66M | Buy |
3,806
+86
| +2% | +$37.4K | 0.58% | 25 |
|
|
2023
Q2 | $1.59M | Buy |
3,720
+188
| +5% | +$80.3K | 0.54% | 30 |
|
|
2023
Q1 | $1.26M | Buy |
+3,532
| New | +$1.26M | 0.43% | 38 |
|