Meridian Wealth 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 | $1.02M | Sell |
1,393
-76
| -5% | -$55.7K | 0.04% | 304 |
|
|
2025
Q1 | $989K | Sell |
1,469
-47
| -3% | -$31.6K | 0.05% | 295 |
|
|
2024
Q4 | $864K | Sell |
1,516
-19
| -1% | -$10.8K | 0.04% | 314 |
|
|
2024
Q3 | $759K | Buy |
1,535
+237
| +18% | +$117K | 0.04% | 334 |
|
|
2024
Q2 | $758K | Buy |
+1,298
| New | +$758K | 0.09% | 140 |
|
|
2024
Q1 | – | Sell |
-1,287
| Closed | -$596K | – | 370 |
|
|
2023
Q4 | $596K | Buy |
1,287
+12
| +0.9% | +$5.56K | 0.04% | 345 |
|
|
2023
Q3 | $554K | Buy |
1,275
+124
| +11% | +$53.9K | 0.03% | 346 |
|
|
2023
Q2 | $492K | Buy |
1,151
+281
| +32% | +$120K | 0.04% | 333 |
|
|
2023
Q1 | $310K | Buy |
+870
| New | +$310K | 0.03% | 418 |
|
|
2022
Q4 | – | Sell |
-2,084
| Closed | -$708K | – | 536 |
|
|
2022
Q3 | $708K | Sell |
2,084
-369
| -15% | -$125K | 0.08% | 228 |
|
|
2022
Q2 | $800K | Sell |
2,453
-212
| -8% | -$69.1K | 0.07% | 275 |
|
|
2022
Q1 | $816K | Sell |
2,665
-544
| -17% | -$167K | 0.09% | 180 |
|
|
2021
Q4 | $798K | Sell |
3,209
-192
| -6% | -$47.7K | 0.09% | 186 |
|
|
2021
Q3 | $678K | Buy |
3,401
+245
| +8% | +$48.8K | 0.08% | 191 |
|
|
2021
Q2 | $604K | Buy |
+3,156
| New | +$604K | 0.08% | 199 |
|