MorganRosel 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 | $1.43M | Buy |
1,945
+863
| +80% | +$632K | 0.39% | 44 |
|
|
2025
Q1 | $728K | Buy |
1,082
+471
| +77% | +$317K | 0.22% | 65 |
|
|
2024
Q4 | $348K | Sell |
611
-1,167
| -66% | -$665K | 0.11% | 91 |
|
|
2024
Q3 | $879K | Buy |
1,778
+125
| +8% | +$61.8K | 0.29% | 59 |
|
|
2024
Q2 | $965K | Sell |
1,653
-249
| -13% | -$145K | 0.34% | 52 |
|
|
2024
Q1 | $1.02M | Sell |
1,902
-63
| -3% | -$33.8K | 0.36% | 52 |
|
|
2023
Q4 | $910K | Buy |
1,965
+191
| +11% | +$88.4K | 0.35% | 54 |
|
|
2023
Q3 | $771K | Buy |
+1,774
| New | +$771K | 0.32% | 51 |
|
|
2023
Q2 | – | Sell |
-2,413
| Closed | -$859K | – | 101 |
|
|
2023
Q1 | $859K | Sell |
2,413
-840
| -26% | -$299K | 0.37% | 52 |
|
|
2022
Q4 | $1.22M | Sell |
3,253
-26
| -0.8% | -$9.75K | 0.56% | 31 |
|
|
2022
Q3 | $1.11M | Buy |
3,279
+570
| +21% | +$194K | 0.56% | 29 |
|
|
2022
Q2 | $884K | Buy |
+2,709
| New | +$884K | 0.47% | 40 |
|