Modera 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 | $5.4M | Sell |
7,371
-33
| -0.4% | -$24.2K | 0.07% | 173 |
|
|
2025
Q1 | $4.98M | Sell |
7,404
-95
| -1% | -$63.9K | 0.07% | 179 |
|
|
2024
Q4 | $4.27M | Buy |
7,499
+6,698
| +836% | +$3.82M | 0.05% | 191 |
|
|
2024
Q3 | $396K | Sell |
801
-3
| -0.4% | -$1.48K | 0.01% | 450 |
|
|
2024
Q2 | $470K | Buy |
804
+17
| +2% | +$9.93K | 0.01% | 401 |
|
|
2024
Q1 | $423K | Buy |
787
+12
| +2% | +$6.44K | 0.01% | 414 |
|
|
2023
Q4 | $359K | Sell |
775
-127
| -14% | -$58.8K | 0.01% | 436 |
|
|
2023
Q3 | $392K | Buy |
902
+55
| +6% | +$23.9K | 0.01% | 394 |
|
|
2023
Q2 | $362K | Buy |
+847
| New | +$362K | 0.01% | 435 |
|
|
2022
Q1 | – | Sell |
-1,584
| Closed | -$394K | – | 501 |
|
|
2021
Q4 | $394K | Buy |
+1,584
| New | +$394K | 0.02% | 332 |
|