NewSquare Capital’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 | – | Sell |
-87
| Closed | -$63.8K | – | 797 |
|
|
2025
Q2 | $63.8K | Buy |
87
+36
| +71% | +$25.4K | ﹤0.01% | 258 |
|
|
2025
Q1 | $34.3K | Buy |
51
+42
| +467% | +$26K | ﹤0.01% | 276 |
|
|
2024
Q4 | $5.13K | Buy |
+9
| New | +$5.04K | ﹤0.01% | 363 |
|
|
2020
Q3 | – | Sell |
-13
| Closed | -$2K | – | 378 |
|
|
2020
Q2 | $2K | Buy |
+13
| New | +$1.88K | ﹤0.01% | 320 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 360 |
|
|
2019
Q1 | – | Sell |
-38
| Closed | -$4.69K | – | 345 |
|
|
2018
Q4 | $4K | Hold |
38
| – | – | ﹤0.01% | 276 |
|
|
2018
Q3 | $5K | Hold |
38
| – | – | ﹤0.01% | 270 |
|
|
2018
Q2 | $5K | Hold |
38
| – | – | ﹤0.01% | 266 |
|
|
2018
Q1 | $5K | Hold |
38
| – | – | ﹤0.01% | 272 |
|
|
2017
Q4 | $6K | Buy |
38
+10
| +36% | +$1.48K | ﹤0.01% | 262 |
|
|
2017
Q3 | $4K | Hold |
28
| – | – | ﹤0.01% | 274 |
|
|
2017
Q2 | $5K | Hold |
28
| – | – | ﹤0.01% | 243 |
|
|
2017
Q1 | $4K | Hold |
28
| – | – | ﹤0.01% | 261 |
|
|
2016
Q4 | $4K | Buy |
+28
| New | +$4.12K | ﹤0.01% | 267 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 479 |
|
|
2016
Q2 | – | Sell |
-200
| Closed | -$35.1K | – | 387 |
|
|
2016
Q1 | $31K | Hold |
200
| – | – | 0.01% | 187 |
|
|
2015
Q4 | $39K | Buy |
200
+15
| +8% | +$2.83K | 0.01% | 160 |
|
|
2015
Q3 | $34K | Hold |
185
| – | – | 0.01% | 164 |
|
|
2015
Q2 | $42K | Buy |
+185
| New | +$42.8K | 0.01% | 167 |
|
Other funds holding MCK
