Marotta Asset 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 | $385K | Sell |
526
-202
| -28% | -$148K | 0.08% | 75 |
|
|
2025
Q1 | $360K | Hold |
728
| – | – | 0.07% | 87 |
|
|
2024
Q4 | $412K | Hold |
728
| – | – | 0.09% | 80 |
|
|
2024
Q3 | $360K | Hold |
728
| – | – | 0.07% | 87 |
|
|
2024
Q2 | $427K | Buy |
728
+2
| +0.3% | +$1.17K | 0.09% | 76 |
|
|
2024
Q1 | $390K | Sell |
726
-203
| -22% | -$109K | 0.08% | 79 |
|
|
2023
Q4 | $430K | Buy |
929
+203
| +28% | +$94K | 0.09% | 71 |
|
|
2023
Q3 | $316K | Hold |
726
| – | – | 0.07% | 88 |
|
|
2023
Q2 | $310K | Buy |
+726
| New | +$310K | 0.07% | 87 |
|
|
2022
Q4 | $272K | Hold |
726
| – | – | 0.07% | 88 |
|
|
2022
Q3 | $247K | Hold |
726
| – | – | 0.06% | 90 |
|
|
2022
Q2 | $239K | Hold |
726
| – | – | 0.06% | 99 |
|
|
2022
Q1 | $222K | Buy |
+726
| New | +$222K | 0.05% | 104 |
|