Kestra Private Wealth Services’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Sell |
3,422
-433
| -11% | -$317K | 0.04% | 437 |
|
|
2025
Q1 | $2.59M | Sell |
3,855
-723
| -16% | -$487K | 0.04% | 391 |
|
|
2024
Q4 | $2.61M | Buy |
4,578
+319
| +7% | +$182K | 0.04% | 365 |
|
|
2024
Q3 | $2.11M | Buy |
4,259
+1,967
| +86% | +$973K | 0.04% | 408 |
|
|
2024
Q2 | $1.34M | Buy |
2,292
+24
| +1% | +$14K | 0.03% | 488 |
|
|
2024
Q1 | $1.22M | Buy |
2,268
+40
| +2% | +$21.5K | 0.03% | 502 |
|
|
2023
Q4 | $1.03M | Buy |
2,228
+170
| +8% | +$78.7K | 0.03% | 522 |
|
|
2023
Q3 | $895K | Buy |
2,058
+364
| +21% | +$158K | 0.03% | 495 |
|
|
2023
Q2 | $724K | Sell |
1,694
-40
| -2% | -$17.1K | 0.02% | 517 |
|
|
2023
Q1 | $617K | Buy |
1,734
+174
| +11% | +$62K | 0.02% | 539 |
|
|
2022
Q4 | $585K | Sell |
1,560
-527
| -25% | -$198K | 0.03% | 486 |
|
|
2022
Q3 | $709K | Buy |
2,087
+527
| +34% | +$179K | 0.04% | 404 |
|
|
2022
Q2 | $509K | Buy |
1,560
+449
| +40% | +$147K | 0.03% | 499 |
|
|
2022
Q1 | $340K | Sell |
1,111
-1,320
| -54% | -$404K | 0.02% | 698 |
|
|
2021
Q4 | $604K | Buy |
2,431
+79
| +3% | +$19.6K | 0.03% | 529 |
|
|
2021
Q3 | $469K | Sell |
2,352
-175
| -7% | -$34.9K | 0.03% | 555 |
|
|
2021
Q2 | $483K | Buy |
2,527
+323
| +15% | +$61.7K | 0.03% | 514 |
|
|
2021
Q1 | $430K | Sell |
2,204
-21
| -0.9% | -$4.1K | 0.03% | 490 |
|
|
2020
Q4 | $386K | Buy |
2,225
+867
| +64% | +$150K | 0.03% | 496 |
|
|
2020
Q3 | $202K | Buy |
+1,358
| New | +$202K | 0.02% | 601 |
|