Perigon Wealth 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 | $827K | Sell |
1,129
-49
| -4% | -$35.9K | 0.02% | 528 |
|
|
2025
Q1 | $793K | Sell |
1,178
-20
| -2% | -$13.5K | 0.02% | 505 |
|
|
2024
Q4 | $713K | Sell |
1,198
-40
| -3% | -$23.8K | 0.02% | 533 |
|
|
2024
Q3 | $612K | Buy |
1,238
+57
| +5% | +$28.2K | 0.02% | 553 |
|
|
2024
Q2 | $690K | Sell |
1,181
-2
| -0.2% | -$1.17K | 0.02% | 456 |
|
|
2024
Q1 | $635K | Buy |
1,183
+184
| +18% | +$98.8K | 0.02% | 479 |
|
|
2023
Q4 | $463K | Sell |
999
-246
| -20% | -$114K | 0.02% | 519 |
|
|
2023
Q3 | $541K | Sell |
1,245
-10
| -0.8% | -$4.35K | 0.02% | 432 |
|
|
2023
Q2 | $536K | Sell |
1,255
-69
| -5% | -$29.5K | 0.02% | 442 |
|
|
2023
Q1 | $471K | Buy |
1,324
+197
| +17% | +$70.1K | 0.03% | 407 |
|
|
2022
Q4 | $423K | Buy |
1,127
+166
| +17% | +$62.3K | 0.03% | 424 |
|
|
2022
Q3 | $327K | Buy |
961
+36
| +4% | +$12.3K | 0.03% | 407 |
|
|
2022
Q2 | $302K | Buy |
925
+147
| +19% | +$48K | 0.03% | 430 |
|
|
2022
Q1 | $238K | Sell |
778
-68
| -8% | -$20.8K | 0.02% | 538 |
|
|
2021
Q4 | $210K | Buy |
+846
| New | +$210K | 0.02% | 547 |
|
|
2021
Q1 | – | Sell |
-137
| Closed | -$24K | – | 805 |
|
|
2020
Q4 | $24K | Buy |
+137
| New | +$24K | ﹤0.01% | 975 |
|
|
2018
Q2 | – | Sell |
-216
| Closed | -$30K | – | 465 |
|
|
2018
Q1 | $30K | Buy |
216
+114
| +112% | +$15.8K | 0.01% | 380 |
|
|
2017
Q4 | $16K | Sell |
102
-2,472
| -96% | -$388K | 0.01% | 441 |
|
|
2017
Q3 | $396K | Sell |
2,574
-454
| -15% | -$69.8K | 0.13% | 133 |
|
|
2017
Q2 | $499K | Sell |
3,028
-1,568
| -34% | -$258K | 0.11% | 170 |
|
|
2017
Q1 | $683K | Buy |
4,596
+80
| +2% | +$11.9K | 0.14% | 144 |
|
|
2016
Q4 | $690K | Buy |
4,516
+401
| +10% | +$61.3K | 0.15% | 139 |
|
|
2016
Q3 | $687K | Buy |
4,115
+133
| +3% | +$22.2K | 0.18% | 118 |
|
|
2016
Q2 | $744K | Buy |
3,982
+974
| +32% | +$182K | 0.2% | 111 |
|
|
2016
Q1 | $632K | Hold |
3,008
| – | – | 0.2% | 99 |
|
|
2015
Q4 | $594K | Buy |
3,008
+1,696
| +129% | +$335K | 0.16% | 128 |
|
|
2015
Q3 | $243K | Buy |
1,312
+45
| +4% | +$8.34K | 0.07% | 188 |
|
|
2015
Q2 | $285K | Buy |
1,267
+124
| +11% | +$27.9K | 0.08% | 187 |
|
|
2015
Q1 | $259K | Sell |
1,143
-42
| -4% | -$9.52K | 0.07% | 195 |
|
|
2014
Q4 | $246K | Buy |
1,185
+57
| +5% | +$11.8K | 0.07% | 187 |
|
|
2014
Q3 | $220K | Sell |
1,128
-770
| -41% | -$150K | 0.07% | 188 |
|
|
2014
Q2 | $353K | Hold |
1,898
| – | – | 0.1% | 149 |
|
|
2014
Q1 | $335K | Sell |
1,898
-40
| -2% | -$7.06K | 0.18% | 96 |
|
|
2013
Q4 | $312K | Buy |
+1,938
| New | +$312K | 0.17% | 99 |
|