Loring Wolcott & Coolidge Fiduciary Advisors’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 | $1.05M | Sell |
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|
2025
Q2 | $996K | Hold |
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|
2025
Q1 | $941K | Sell |
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|
2024
Q4 | $876K | Hold |
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|
2024
Q3 | $732K | Hold |
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|
2024
Q2 | $846K | Hold |
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|
2024
Q1 | $764K | Hold |
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|
2023
Q4 | $724K | Hold |
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|
2023
Q3 | $649K | Hold |
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|
2023
Q2 | $619K | Hold |
|
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|
2023
Q1 | $516K | Hold |
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|
2022
Q4 | $544K | Hold |
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|
2022
Q3 | $492K | Hold |
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|
2022
Q2 | $473K | Hold |
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|
2022
Q1 | $444K | Hold |
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|
2021
Q4 | $360K | Hold |
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|
2021
Q3 | $289K | Sell |
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|
2021
Q2 | $284K | Sell |
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|
2021
Q1 | $314K | Buy |
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|
2020
Q4 | $274K | Buy |
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|
2020
Q3 | $171K | Hold |
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|
2020
Q2 | $176K | Hold |
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|
2020
Q1 | $155K | Sell |
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|
2019
Q4 | $190K | Sell |
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|
2019
Q3 | $207K | Hold |
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|
2019
Q2 | $203K | Hold |
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|
2019
Q1 | $177K | Buy |
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|
2018
Q4 | $94K | Buy |
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|
2018
Q3 | $18K | Hold |
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|
2018
Q2 | $19K | Sell |
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|
2018
Q1 | $34K | Sell |
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|
2017
Q4 | $42K | Hold |
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|
2017
Q3 | $41K | Sell |
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|
2017
Q2 | $47K | Sell |
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|
2017
Q1 | $50K | Hold |
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|
2016
Q4 | $48K | Sell |
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|
2016
Q3 | $73K | Buy |
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|
2016
Q2 | $45K | Hold |
|
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|
2016
Q1 | $38K | Hold |
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|
2015
Q4 | $47K | Hold |
|
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|
2015
Q3 | $54K | Hold |
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|
2015
Q2 | $54K | Hold |
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|
2015
Q1 | $54K | Hold |
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|
2014
Q4 | $50K | Sell |
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|
2014
Q3 | $66K | Hold |
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|
2014
Q2 | $63K | Hold |
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|
2014
Q1 | $60K | Sell |
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|
2013
Q4 | $71K | Hold |
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|
2013
Q3 | $56K | Hold |
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|
2013
Q2 | $50K | Buy |
|