Occidental Asset 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
$232K Buy
317
+11
+4% +$8.06K 0.03% 235
2025
Q1
$206K Buy
+306
New +$206K 0.03% 236
2019
Q3
Sell
-5,764
Closed -$775K 151
2019
Q2
$775K Buy
5,764
+1,333
+30% +$179K 0.35% 62
2019
Q1
$519K Buy
4,431
+1,025
+30% +$120K 0.25% 85
2018
Q4
$376K Buy
3,406
+326
+11% +$36K 0.21% 92
2018
Q3
$409K Buy
+3,080
New +$409K 0.2% 101