Lakewood Asset 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
$4.77M Sell
6,505
-3,531
-35% -$2.59M 3.18% 6
2025
Q1
$6.75M Buy
10,036
+2,670
+36% +$1.8M 4.56% 4
2024
Q4
$4.2M Buy
7,366
+38
+0.5% +$21.7K 2.89% 7
2024
Q3
$3.62M Sell
7,328
-1,023
-12% -$506K 2.48% 9
2024
Q2
$4.88M Sell
8,351
-74
-0.9% -$43.2K 3.4% 4
2024
Q1
$4.52M Buy
8,425
+55
+0.7% +$29.5K 3.07% 5
2023
Q4
$3.87M Buy
8,370
+46
+0.6% +$21.3K 3.01% 5
2023
Q3
$3.62M Sell
8,324
-6
-0.1% -$2.61K 2.95% 5
2023
Q2
$3.56M Sell
8,330
-46
-0.5% -$19.7K 2.8% 4
2023
Q1
$2.98M Hold
8,376
2.48% 5
2022
Q4
$3.14M Buy
+8,376
New +$3.14M 2.54% 5