One Wealth Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
2,019
-324
| -14% | -$237K | 0.21% | 76 |
|
|
2025
Q1 | $1.58M | Sell |
2,343
-71
| -3% | -$47.8K | 0.24% | 71 |
|
|
2024
Q4 | $1.38M | Buy |
2,414
+168
| +7% | +$95.7K | 0.2% | 74 |
|
|
2024
Q3 | $1.11M | Sell |
2,246
-25
| -1% | -$12.4K | 0.17% | 76 |
|
|
2024
Q2 | $1.23M | Sell |
2,271
-3
| -0.1% | -$1.62K | 0.26% | 53 |
|
|
2024
Q1 | $1.22M | Buy |
2,274
+1,249
| +122% | +$671K | 0.21% | 71 |
|
|
2023
Q4 | $475K | Sell |
1,025
-163
| -14% | -$75.6K | 0.09% | 113 |
|
|
2023
Q3 | $517K | Sell |
1,188
-446
| -27% | -$194K | 0.11% | 94 |
|
|
2023
Q2 | $698K | Sell |
1,634
-251
| -13% | -$107K | 0.15% | 80 |
|
|
2023
Q1 | $671K | Buy |
1,885
+190
| +11% | +$67.6K | 0.16% | 78 |
|
|
2022
Q4 | $636K | Buy |
1,695
+14
| +0.8% | +$5.25K | 0.15% | 84 |
|
|
2022
Q3 | $571K | Buy |
1,681
+189
| +13% | +$64.2K | 0.19% | 69 |
|
|
2022
Q2 | $487K | Buy |
1,492
+353
| +31% | +$115K | 0.13% | 92 |
|
|
2022
Q1 | $349K | Sell |
1,139
-1,356
| -54% | -$415K | 0.09% | 122 |
|
|
2021
Q4 | $620K | Sell |
2,495
-636
| -20% | -$158K | 0.16% | 72 |
|
|
2021
Q3 | $624K | Sell |
3,131
-48
| -2% | -$9.57K | 0.18% | 70 |
|
|
2021
Q2 | $608K | Buy |
3,179
+159
| +5% | +$30.4K | 0.19% | 64 |
|
|
2021
Q1 | $589K | Buy |
3,020
+765
| +34% | +$149K | 0.23% | 54 |
|
|
2020
Q4 | $392K | Buy |
2,255
+551
| +32% | +$95.8K | 0.21% | 59 |
|
|
2020
Q3 | $254K | Buy |
+1,704
| New | +$254K | 0.18% | 62 |
|
|
2019
Q2 | – | Sell |
-36
| Closed | -$4K | – | 334 |
|
|
2019
Q1 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 397 |
|
|
2018
Q4 | – | Sell |
-40
| Closed | -$5K | – | 323 |
|
|
2018
Q3 | $5K | Sell |
40
-1,199
| -97% | -$150K | ﹤0.01% | 395 |
|
|
2018
Q2 | $165K | Sell |
1,239
-44
| -3% | -$5.86K | 0.13% | 147 |
|
|
2018
Q1 | $181K | Buy |
1,283
+24
| +2% | +$3.39K | 0.16% | 123 |
|
|
2017
Q4 | $196K | Buy |
+1,259
| New | +$196K | 0.16% | 113 |
|