Icon Wealth Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Buy |
630
+22
| +4% | +$16.1K | 0.03% | 255 |
|
|
2025
Q1 | $409K | Buy |
608
+96
| +19% | +$64.6K | 0.03% | 238 |
|
|
2024
Q4 | $292K | Buy |
512
+14
| +3% | +$7.98K | 0.02% | 304 |
|
|
2024
Q3 | $246K | Buy |
498
+79
| +19% | +$39K | 0.02% | 321 |
|
|
2024
Q2 | $258K | Buy |
419
+70
| +20% | +$43.2K | 0.02% | 298 |
|
|
2024
Q1 | $187K | Buy |
349
+22
| +7% | +$11.8K | 0.02% | 352 |
|
|
2023
Q4 | $151K | Buy |
+327
| New | +$151K | 0.02% | 355 |
|
|
2022
Q4 | – | Sell |
-376
| Closed | -$128K | – | 383 |
|
|
2022
Q3 | $128K | Buy |
+376
| New | +$128K | 0.02% | 360 |
|