PDS Planning’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $876K | Buy |
1,196
+89
| +8% | +$65.2K | 0.07% | 143 |
|
|
2025
Q1 | $745K | Buy |
1,107
+160
| +17% | +$108K | 0.06% | 151 |
|
|
2024
Q4 | $540K | Sell |
947
-1
| -0.1% | -$570 | 0.05% | 172 |
|
|
2024
Q3 | $469K | Buy |
948
+44
| +5% | +$21.8K | 0.04% | 207 |
|
|
2024
Q2 | $528K | Buy |
904
+12
| +1% | +$7.01K | 0.05% | 165 |
|
|
2024
Q1 | $479K | Buy |
892
+24
| +3% | +$12.9K | 0.05% | 170 |
|
|
2023
Q4 | $402K | Buy |
868
+3
| +0.3% | +$1.39K | 0.05% | 177 |
|
|
2023
Q3 | $376K | Buy |
865
+29
| +3% | +$12.6K | 0.05% | 174 |
|
|
2023
Q2 | $357K | Buy |
836
+151
| +22% | +$64.5K | 0.05% | 183 |
|
|
2023
Q1 | $244K | Buy |
685
+139
| +25% | +$49.5K | 0.03% | 234 |
|
|
2022
Q4 | $205K | Buy |
+546
| New | +$205K | 0.03% | 200 |
|
|
2022
Q3 | – | Sell |
-756
| Closed | -$247K | – | 220 |
|
|
2022
Q2 | $247K | Buy |
756
+25
| +3% | +$8.17K | 0.04% | 165 |
|
|
2022
Q1 | $224K | Buy |
+731
| New | +$224K | 0.04% | 189 |
|