Lodestone 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 | $584K | Buy |
797
+8
| +1% | +$5.86K | 0.28% | 86 |
|
|
2025
Q1 | $531K | Sell |
789
-29
| -4% | -$19.5K | 0.28% | 82 |
|
|
2024
Q4 | $466K | Sell |
818
-57
| -7% | -$32.5K | 0.23% | 98 |
|
|
2024
Q3 | $432K | Sell |
875
-5
| -0.6% | -$2.47K | 0.22% | 97 |
|
|
2024
Q2 | $514K | Sell |
880
-24
| -3% | -$14K | 0.27% | 89 |
|
|
2024
Q1 | $485K | Sell |
904
-7
| -0.8% | -$3.76K | 0.25% | 96 |
|
|
2023
Q4 | $422K | Buy |
911
+1
| +0.1% | +$463 | 0.24% | 97 |
|
|
2023
Q3 | $396K | Buy |
910
+1
| +0.1% | +$435 | 0.28% | 86 |
|
|
2023
Q2 | $388K | Sell |
909
-27
| -3% | -$11.5K | 0.27% | 91 |
|
|
2023
Q1 | $333K | Sell |
936
-49
| -5% | -$17.4K | 0.26% | 94 |
|
|
2022
Q4 | $369K | Buy |
+985
| New | +$369K | 0.3% | 82 |
|