Marcum Wealth’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $406K | Sell |
603
-12
| -2% | -$8.08K | 0.04% | 223 |
|
|
2024
Q4 | $350K | Sell |
615
-38
| -6% | -$21.7K | 0.03% | 256 |
|
|
2024
Q3 | $323K | Sell |
653
-99
| -13% | -$48.9K | 0.03% | 269 |
|
|
2024
Q2 | $439K | Buy |
752
+8
| +1% | +$4.67K | 0.04% | 217 |
|
|
2024
Q1 | $399K | Buy |
744
+5
| +0.7% | +$2.68K | 0.04% | 225 |
|
|
2023
Q4 | $342K | Buy |
739
+1
| +0.1% | +$463 | 0.04% | 230 |
|
|
2023
Q3 | $321K | Buy |
738
+5
| +0.7% | +$2.17K | 0.04% | 234 |
|
|
2023
Q2 | $313K | Buy |
733
+8
| +1% | +$3.42K | 0.04% | 238 |
|
|
2023
Q1 | $258K | Sell |
725
-21
| -3% | -$7.48K | 0.03% | 275 |
|
|
2022
Q4 | $280K | Sell |
746
-76
| -9% | -$28.5K | 0.04% | 255 |
|
|
2022
Q3 | $279K | Buy |
822
+31
| +4% | +$10.5K | 0.04% | 247 |
|
|
2022
Q2 | $258K | Buy |
791
+6
| +0.8% | +$1.96K | 0.04% | 261 |
|
|
2022
Q1 | $240K | Sell |
785
-89
| -10% | -$27.2K | 0.03% | 288 |
|
|
2021
Q4 | $217K | Buy |
+874
| New | +$217K | 0.03% | 312 |
|