Lodestone Wealth Management’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 | $617K | Buy |
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|
2025
Q2 | $584K | Buy |
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|
2025
Q1 | $531K | Sell |
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|
2024
Q4 | $466K | Sell |
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|
2024
Q3 | $432K | Sell |
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|
2024
Q2 | $514K | Sell |
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|
2024
Q1 | $485K | Sell |
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|
2023
Q4 | $422K | Buy |
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|
2023
Q3 | $396K | Buy |
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|
2023
Q2 | $388K | Sell |
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|
2023
Q1 | $333K | Sell |
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|
2022
Q4 | $369K | Buy |
|