Inlet Private Wealth’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1M | Sell |
22,025
-50
| -0.2% | -$36.6K | 3.97% | 4 |
|
|
2025
Q1 | $14.9M | Sell |
22,075
-35
| -0.2% | -$23.6K | 3.86% | 3 |
|
|
2024
Q4 | $12.6M | Sell |
22,110
-445
| -2% | -$254K | 3.33% | 4 |
|
|
2024
Q3 | $11.2M | Sell |
22,555
-55
| -0.2% | -$27.2K | 2.83% | 5 |
|
|
2024
Q2 | $13.2M | Sell |
22,610
-35
| -0.2% | -$20.4K | 3.61% | 4 |
|
|
2024
Q1 | $12.2M | Sell |
22,645
-120
| -0.5% | -$64.4K | 3.4% | 4 |
|
|
2023
Q4 | $10.5M | Sell |
22,765
-75
| -0.3% | -$34.7K | 3.23% | 4 |
|
|
2023
Q3 | $9.93M | Sell |
22,840
-250
| -1% | -$109K | 3.27% | 4 |
|
|
2023
Q2 | $9.87M | Sell |
23,090
-20
| -0.1% | -$8.55K | 2.49% | 6 |
|
|
2023
Q1 | $8.23M | Hold |
23,110
| – | – | 2.14% | 9 |
|
|
2022
Q4 | $8.67M | Sell |
23,110
-3,420
| -13% | -$1.28M | 2.23% | 6 |
|
|
2022
Q3 | $9.02M | Sell |
26,530
-4,035
| -13% | -$1.37M | 2.69% | 5 |
|
|
2022
Q2 | $9.97M | Sell |
30,565
-1,185
| -4% | -$387K | 2.85% | 4 |
|
|
2022
Q1 | $9.72M | Hold |
31,750
| – | – | 2.43% | 6 |
|
|
2021
Q4 | $7.89M | Hold |
31,750
| – | – | 1.91% | 11 |
|
|
2021
Q3 | $6.33M | Hold |
31,750
| – | – | 1.7% | 15 |
|
|
2021
Q2 | $6.07M | Sell |
31,750
-40
| -0.1% | -$7.65K | 1.59% | 17 |
|
|
2021
Q1 | $6.2M | Sell |
31,790
-800
| -2% | -$156K | 1.77% | 12 |
|
|
2020
Q4 | $5.67M | Sell |
32,590
-100
| -0.3% | -$17.4K | 1.85% | 12 |
|
|
2020
Q3 | $4.87M | Sell |
32,690
-800
| -2% | -$119K | 1.9% | 13 |
|
|
2020
Q2 | $5.14M | Hold |
33,490
| – | – | 2.05% | 11 |
|
|
2020
Q1 | $4.53M | Hold |
33,490
| – | – | 2.1% | 11 |
|
|
2019
Q4 | $4.63M | Buy |
33,490
+3,300
| +11% | +$456K | 1.53% | 19 |
|
|
2019
Q3 | $4.13M | Hold |
30,190
| – | – | 1.53% | 17 |
|
|
2019
Q2 | $4.37M | Buy |
30,190
+5,150
| +21% | +$745K | 1.57% | 15 |
|
|
2019
Q1 | $2.93M | Buy |
25,040
+9,865
| +65% | +$1.15M | 1.18% | 22 |
|
|
2018
Q4 | $1.68M | Buy |
+15,175
| New | +$1.68M | 0.9% | 32 |
|