Integrated Wealth Concepts’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78M | Sell |
5,162
-161
| -3% | -$118K | 0.04% | 408 |
|
|
2025
Q1 | $3.58M | Buy |
5,323
+1,131
| +27% | +$761K | 0.04% | 399 |
|
|
2024
Q4 | $2.39M | Buy |
4,192
+135
| +3% | +$76.9K | 0.03% | 501 |
|
|
2024
Q3 | $2.01M | Buy |
4,057
+81
| +2% | +$40K | 0.02% | 549 |
|
|
2024
Q2 | $2.32M | Sell |
3,976
-792
| -17% | -$463K | 0.03% | 466 |
|
|
2024
Q1 | $2.56M | Sell |
4,768
-585
| -11% | -$314K | 0.04% | 434 |
|
|
2023
Q4 | $2.48M | Buy |
5,353
+33
| +0.6% | +$15.3K | 0.04% | 406 |
|
|
2023
Q3 | $2.31M | Buy |
5,320
+13
| +0.2% | +$5.65K | 0.04% | 404 |
|
|
2023
Q2 | $2.27M | Buy |
5,307
+1,901
| +56% | +$812K | 0.04% | 417 |
|
|
2023
Q1 | $1.21M | Buy |
3,406
+767
| +29% | +$273K | 0.03% | 549 |
|
|
2022
Q4 | $990K | Sell |
2,639
-57
| -2% | -$21.4K | 0.03% | 475 |
|
|
2022
Q3 | $916K | Buy |
2,696
+6
| +0.2% | +$2.04K | 0.03% | 445 |
|
|
2022
Q2 | $877K | Buy |
2,690
+100
| +4% | +$32.6K | 0.03% | 454 |
|
|
2022
Q1 | $793K | Buy |
2,590
+230
| +10% | +$70.4K | 0.02% | 453 |
|
|
2021
Q4 | $587K | Sell |
2,360
-10
| -0.4% | -$2.49K | 0.02% | 579 |
|
|
2021
Q3 | $473K | Buy |
2,370
+147
| +7% | +$29.3K | 0.02% | 595 |
|
|
2021
Q2 | $425K | Buy |
2,223
+72
| +3% | +$13.8K | 0.02% | 564 |
|
|
2021
Q1 | $420K | Buy |
+2,151
| New | +$420K | 0.02% | 515 |
|