PF
Phoenix Financial’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Buy |
16,738
+693
| +4% | +$508K | 0.16% | 73 |
|
|
2025
Q1 | $10.8M | Buy |
16,045
+10,233
| +176% | +$6.9M | 0.17% | 90 |
|
|
2024
Q4 | $3.31M | Sell |
5,812
-574
| -9% | -$327K | 0.05% | 163 |
|
|
2024
Q3 | $3.16M | Sell |
6,386
-284
| -4% | -$140K | 0.05% | 166 |
|
|
2024
Q2 | $3.9M | Sell |
6,670
-14
| -0.2% | -$8.2K | 0.06% | 156 |
|
|
2024
Q1 | $3.59M | Sell |
6,684
-108
| -2% | -$58K | 0.05% | 156 |
|
|
2023
Q4 | $3.14M | Sell |
6,792
-149
| -2% | -$68.8K | 0.05% | 160 |
|
|
2023
Q3 | $3.04M | Sell |
6,941
-1,589
| -19% | -$695K | 0.06% | 145 |
|
|
2023
Q2 | $3.62M | Buy |
8,530
+2,440
| +40% | +$1.04M | 0.07% | 108 |
|
|
2023
Q1 | $2.17M | Sell |
6,090
-953
| -14% | -$339K | 0.05% | 139 |
|
|
2022
Q4 | $2.64M | Sell |
7,043
-1,222
| -15% | -$458K | 0.05% | 118 |
|
|
2022
Q3 | $2.82M | Buy |
8,265
+2,549
| +45% | +$871K | 0.06% | 122 |
|
|
2022
Q2 | $1.86M | Sell |
5,716
-2,591
| -31% | -$844K | 0.04% | 168 |
|
|
2022
Q1 | $2.55M | Sell |
8,307
-918
| -10% | -$281K | 0.04% | 171 |
|
|
2021
Q4 | $2.3M | Sell |
9,225
-280
| -3% | -$69.7K | 0.04% | 183 |
|
|
2021
Q3 | $1.91M | Buy |
+9,505
| New | +$1.91M | 0.03% | 208 |
|
|
2021
Q2 | – | Sell |
-8,965
| Closed | -$1.75M | – | 363 |
|
|
2021
Q1 | $1.75M | Buy |
8,965
+1,614
| +22% | +$315K | 0.04% | 243 |
|
|
2020
Q4 | $1.28M | Buy |
+7,351
| New | +$1.28M | 0.03% | 215 |
|