Liberty 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 | $201K | Buy |
+274
| New | +$201K | 0.03% | 225 |
|
|
2024
Q3 | – | Sell |
-54,338
| Closed | -$67K | – | 242 |
|
|
2024
Q2 | $67K | Buy |
+54,338
| New | +$67K | 0.01% | 211 |
|
|
2021
Q2 | – | Sell |
-2
| Closed | – | – | 1132 |
|
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1005 |
|
|
2020
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1029 |
|
|
2020
Q3 | – | Sell |
-154
| Closed | -$24K | – | 917 |
|
|
2020
Q2 | $24K | Buy |
+154
| New | +$24K | 0.02% | 351 |
|
|
2019
Q1 | – | Sell |
-35
| Closed | -$3K | – | 803 |
|
|
2018
Q4 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 634 |
|