McKinley Carter Wealth Services’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Buy |
14,549
+600
| +4% | +$440K | 0.59% | 39 |
|
|
2025
Q1 | $9.39M | Buy |
13,949
+201
| +1% | +$135K | 0.58% | 40 |
|
|
2024
Q4 | $7.84M | Buy |
13,748
+61
| +0.4% | +$34.8K | 0.48% | 49 |
|
|
2024
Q3 | $6.77M | Buy |
13,687
+248
| +2% | +$123K | 0.41% | 54 |
|
|
2024
Q2 | $7.85M | Buy |
13,439
+1,183
| +10% | +$691K | 0.5% | 48 |
|
|
2024
Q1 | $6.58M | Buy |
12,256
+1,114
| +10% | +$598K | 0.44% | 56 |
|
|
2023
Q4 | $5.16M | Buy |
11,142
+3,391
| +44% | +$1.57M | 0.38% | 59 |
|
|
2023
Q3 | $3.37M | Buy |
7,751
+563
| +8% | +$245K | 0.27% | 75 |
|
|
2023
Q2 | $3.07M | Buy |
+7,188
| New | +$3.07M | 0.23% | 77 |
|
|
2018
Q2 | – | Sell |
-433
| Closed | -$61K | – | 291 |
|
|
2018
Q1 | $61K | Buy |
+433
| New | +$61K | 0.02% | 245 |
|