Mission 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 | $1.48M | Sell |
2,021
-45
| -2% | -$33K | 0.03% | 237 |
|
|
2025
Q1 | $1.39M | Sell |
2,066
-420
| -17% | -$283K | 0.03% | 226 |
|
|
2024
Q4 | $1.42M | Buy |
2,486
+823
| +49% | +$469K | 0.03% | 212 |
|
|
2024
Q3 | $822K | Buy |
1,663
+67
| +4% | +$33.1K | 0.02% | 313 |
|
|
2024
Q2 | $932K | Buy |
1,596
+66
| +4% | +$38.5K | 0.02% | 268 |
|
|
2024
Q1 | $821K | Sell |
1,530
-216
| -12% | -$116K | 0.02% | 316 |
|
|
2023
Q4 | $808K | Buy |
1,746
+285
| +20% | +$132K | 0.03% | 271 |
|
|
2023
Q3 | $635K | Buy |
1,461
+35
| +2% | +$15.2K | 0.02% | 289 |
|
|
2023
Q2 | $609K | Buy |
1,426
+22
| +2% | +$9.4K | 0.02% | 296 |
|
|
2023
Q1 | $500K | Sell |
1,404
-39
| -3% | -$13.9K | 0.02% | 322 |
|
|
2022
Q4 | $541K | Buy |
1,443
+77
| +6% | +$28.9K | 0.03% | 291 |
|
|
2022
Q3 | $464K | Buy |
1,366
+76
| +6% | +$25.8K | 0.02% | 290 |
|
|
2022
Q2 | $421K | Sell |
1,290
-20
| -2% | -$6.53K | 0.02% | 321 |
|
|
2022
Q1 | $401K | Sell |
1,310
-93
| -7% | -$28.5K | 0.02% | 342 |
|
|
2021
Q4 | $349K | Buy |
1,403
+22
| +2% | +$5.47K | 0.02% | 376 |
|
|
2021
Q3 | $275K | Buy |
1,381
+17
| +1% | +$3.39K | 0.01% | 410 |
|
|
2021
Q2 | $261K | Buy |
1,364
+86
| +7% | +$16.5K | 0.01% | 414 |
|
|
2021
Q1 | $249K | Sell |
1,278
-309
| -19% | -$60.2K | 0.01% | 399 |
|
|
2020
Q4 | $276K | Buy |
1,587
+230
| +17% | +$40K | 0.02% | 346 |
|
|
2020
Q3 | $202K | Buy |
1,357
+33
| +2% | +$4.91K | 0.02% | 343 |
|
|
2020
Q2 | $203K | Buy |
+1,324
| New | +$203K | 0.02% | 318 |
|