Institute for Wealth Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $888K | Hold |
1,211
| – | – | 0.1% | 214 |
|
|
2025
Q1 | $815K | Sell |
1,211
-5
| -0.4% | -$3.37K | 0.1% | 220 |
|
|
2024
Q4 | $693K | Hold |
1,216
| – | – | 0.09% | 232 |
|
|
2024
Q3 | $601K | Hold |
1,216
| – | – | 0.08% | 262 |
|
|
2024
Q2 | $710K | Sell |
1,216
-6
| -0.5% | -$3.51K | 0.1% | 218 |
|
|
2024
Q1 | $656K | Buy |
1,222
+139
| +13% | +$74.6K | 0.08% | 231 |
|
|
2023
Q4 | $502K | Hold |
1,083
| – | – | 0.08% | 264 |
|
|
2023
Q3 | $471K | Sell |
1,083
-3
| -0.3% | -$1.31K | 0.08% | 264 |
|
|
2023
Q2 | $464K | Sell |
1,086
-17
| -2% | -$7.27K | 0.08% | 272 |
|
|
2023
Q1 | $393K | Hold |
1,103
| – | – | 0.08% | 295 |
|
|
2022
Q4 | $414K | Hold |
1,103
| – | – | 0.09% | 287 |
|
|
2022
Q3 | $375K | Buy |
1,103
+17
| +2% | +$5.78K | 0.08% | 293 |
|
|
2022
Q2 | $354K | Hold |
1,086
| – | – | 0.07% | 349 |
|
|
2022
Q1 | $333K | Hold |
1,086
| – | – | 0.05% | 393 |
|
|
2021
Q4 | $270K | Hold |
1,086
| – | – | 0.04% | 403 |
|
|
2021
Q3 | $217K | Hold |
1,086
| – | – | 0.04% | 446 |
|
|
2021
Q2 | $208K | Hold |
1,086
| – | – | 0.04% | 454 |
|
|
2021
Q1 | $212K | Buy |
+1,086
| New | +$212K | 0.04% | 432 |
|
|
2019
Q3 | – | Sell |
-2,413
| Closed | -$324K | – | 451 |
|
|
2019
Q2 | $324K | Sell |
2,413
-147
| -6% | -$19.7K | 0.07% | 334 |
|
|
2019
Q1 | $300K | Buy |
2,560
+342
| +15% | +$40.1K | 0.07% | 334 |
|
|
2018
Q4 | $245K | Buy |
+2,218
| New | +$245K | 0.1% | 219 |
|
|
2018
Q1 | – | Sell |
-2,099
| Closed | -$327K | – | 343 |
|
|
2017
Q4 | $327K | Buy |
+2,099
| New | +$327K | 0.08% | 291 |
|
|
2017
Q3 | – | Sell |
-1,986
| Closed | -$327K | – | 333 |
|
|
2017
Q2 | $327K | Buy |
+1,986
| New | +$327K | 0.09% | 296 |
|