PFG Private 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
Q1 | – | Sell |
-6
| Closed | -$3.42K | – | 288 |
|
|
2024
Q4 | $3.42K | Sell |
6
-441
| -99% | -$251K | ﹤0.01% | 176 |
|
|
2024
Q3 | $221K | Sell |
447
-1
| -0.2% | -$494 | 0.13% | 52 |
|
|
2024
Q2 | $262K | Buy |
448
+2
| +0.4% | +$1.17K | 0.16% | 40 |
|
|
2024
Q1 | $239K | Buy |
446
+18
| +4% | +$9.66K | 0.15% | 42 |
|
|
2023
Q4 | $198K | Buy |
428
+346
| +422% | +$160K | 0.13% | 42 |
|
|
2023
Q3 | $35.7K | Sell |
82
-140
| -63% | -$60.9K | 0.03% | 113 |
|
|
2023
Q2 | $94.9K | Sell |
222
-3
| -1% | -$1.28K | 0.06% | 110 |
|
|
2023
Q1 | $80.1K | Buy |
225
+40
| +22% | +$14.2K | 0.05% | 129 |
|
|
2022
Q4 | $69K | Sell |
185
-59
| -24% | -$22K | 0.04% | 124 |
|
|
2022
Q3 | $83K | Sell |
244
-91
| -27% | -$31K | 0.05% | 97 |
|
|
2022
Q2 | $109K | Hold |
335
| – | – | 0.06% | 90 |
|
|
2022
Q1 | $103K | Buy |
+335
| New | +$103K | 0.05% | 120 |
|