Modera Wealth Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.59M | Sell |
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|
2025
Q2 | $5.4M | Sell |
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|
2025
Q1 | $4.98M | Sell |
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|
2024
Q4 | $4.27M | Buy |
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|
2024
Q3 | $396K | Sell |
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|
2024
Q2 | $470K | Buy |
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|
2024
Q1 | $423K | Buy |
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|
2023
Q4 | $359K | Sell |
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|
2023
Q3 | $392K | Buy |
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|
2023
Q2 | $362K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $394K | Buy |
|