Moneta Group Investment Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
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|
2025
Q1 | $686K | Sell |
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|
2024
Q4 | $631K | Buy |
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|
2024
Q3 | $461K | Buy |
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|
2024
Q2 | $543K | Sell |
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|
2024
Q1 | $502K | Sell |
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|
2023
Q4 | $443K | Buy |
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|
2023
Q3 | $346K | Sell |
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|
2023
Q2 | $342K | Buy |
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|
2023
Q1 | $283K | Buy |
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|
2022
Q4 | $229K | Sell |
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|
2022
Q3 | $215K | Sell |
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|
2022
Q2 | $214K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $7K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $21K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $905K | Hold |
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|
2014
Q4 | $830K | Hold |
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|
2014
Q3 | $779K | Hold |
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|
2014
Q2 | $745K | Hold |
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|
2014
Q1 | $706K | Hold |
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|
2013
Q4 | $646K | Hold |
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|
2013
Q3 | $513K | Buy |
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|
2013
Q2 | $334K | Buy |
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