Institute for Wealth Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $936K | Hold |
|
|||||
|
2025
Q2 | $888K | Hold |
|
|||||
|
2025
Q1 | $815K | Sell |
|
|||||
|
2024
Q4 | $693K | Hold |
|
|||||
|
2024
Q3 | $601K | Hold |
|
|||||
|
2024
Q2 | $710K | Sell |
|
|||||
|
2024
Q1 | $656K | Buy |
|
|||||
|
2023
Q4 | $502K | Hold |
|
|||||
|
2023
Q3 | $471K | Sell |
|
|||||
|
2023
Q2 | $464K | Sell |
|
|||||
|
2023
Q1 | $393K | Hold |
|
|||||
|
2022
Q4 | $414K | Hold |
|
|||||
|
2022
Q3 | $375K | Buy |
|
|||||
|
2022
Q2 | $354K | Hold |
|
|||||
|
2022
Q1 | $333K | Hold |
|
|||||
|
2021
Q4 | $270K | Hold |
|
|||||
|
2021
Q3 | $217K | Hold |
|
|||||
|
2021
Q2 | $208K | Hold |
|
|||||
|
2021
Q1 | $212K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $324K | Sell |
|
|||||
|
2019
Q1 | $300K | Buy |
|
|||||
|
2018
Q4 | $245K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $327K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $327K | Buy |
|