Marotta Asset 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 | $372K | Sell |
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|
2025
Q2 | $385K | Sell |
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|
2025
Q1 | $360K | Hold |
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|
2024
Q4 | $412K | Hold |
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|
2024
Q3 | $360K | Hold |
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|
2024
Q2 | $427K | Buy |
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|
2024
Q1 | $390K | Sell |
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|
2023
Q4 | $430K | Buy |
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|
2023
Q3 | $316K | Hold |
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|
2023
Q2 | $310K | Buy |
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|
2022
Q4 | $272K | Hold |
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|
2022
Q3 | $247K | Hold |
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|
2022
Q2 | $239K | Hold |
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|
2022
Q1 | $222K | Buy |
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