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 |
|