Integrated Wealth Concepts’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
$3.79M Sell
2025
Q2
$3.78M Sell
2025
Q1
$3.58M Buy
2024
Q4
$2.39M Buy
2024
Q3
$2.01M Buy
2024
Q2
$2.32M Sell
2024
Q1
$2.56M Sell
2023
Q4
$2.48M Buy
2023
Q3
$2.31M Buy
2023
Q2
$2.27M Buy
2023
Q1
$1.21M Buy
2022
Q4
$990K Sell
2022
Q3
$916K Buy
2022
Q2
$877K Buy
2022
Q1
$793K Buy
2021
Q4
$587K Sell
2021
Q3
$473K Buy
2021
Q2
$425K Buy
2021
Q1
$420K Buy