Palisades Hudson 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 | $246K | Hold |
335
| – | – | 0.1% | 95 |
|
|
2025
Q1 | $226K | Sell |
335
-151
| -31% | -$102K | 0.1% | 89 |
|
|
2024
Q4 | $277K | Hold |
486
| – | – | 0.12% | 87 |
|
|
2024
Q3 | $240K | Hold |
486
| – | – | 0.1% | 87 |
|
|
2024
Q2 | $285K | Hold |
486
| – | – | 0.13% | 78 |
|
|
2024
Q1 | $261K | Hold |
486
| – | – | 0.12% | 81 |
|
|
2023
Q4 | $225K | Buy |
486
+1
| +0.2% | +$463 | 0.11% | 87 |
|
|
2023
Q3 | $211K | Hold |
485
| – | – | 0.12% | 90 |
|
|
2023
Q2 | $207K | Buy |
+485
| New | +$207K | 0.11% | 94 |
|
|
2015
Q3 | – | Sell |
-960
| Closed | -$216K | – | 90 |
|
|
2015
Q2 | $216K | Hold |
960
| – | – | 0.19% | 84 |
|
|
2015
Q1 | $217K | Buy |
+960
| New | +$217K | 0.17% | 82 |
|