Pinnacle Wealth Management Advisory Group’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $635K | Buy |
866
+1
| +0.1% | +$733 | 0.05% | 187 |
|
|
2025
Q1 | $582K | Buy |
865
+35
| +4% | +$23.6K | 0.05% | 188 |
|
|
2024
Q4 | $473K | Sell |
830
-31
| -4% | -$17.7K | 0.04% | 206 |
|
|
2024
Q3 | $426K | Sell |
861
-41
| -5% | -$20.3K | 0.04% | 220 |
|
|
2024
Q2 | $527K | Buy |
902
+31
| +4% | +$18.1K | 0.05% | 191 |
|
|
2024
Q1 | $468K | Sell |
871
-290
| -25% | -$156K | 0.05% | 200 |
|
|
2023
Q4 | $538K | Sell |
1,161
-58
| -5% | -$26.9K | 0.06% | 172 |
|
|
2023
Q3 | $530K | Sell |
1,219
-97
| -7% | -$42.2K | 0.07% | 167 |
|
|
2023
Q2 | $562K | Buy |
1,316
+4
| +0.3% | +$1.71K | 0.07% | 169 |
|
|
2023
Q1 | $467K | Buy |
1,312
+240
| +22% | +$85.5K | 0.06% | 181 |
|
|
2022
Q4 | $402K | Buy |
1,072
+2
| +0.2% | +$750 | 0.06% | 192 |
|
|
2022
Q3 | $364K | Sell |
1,070
-44
| -4% | -$15K | 0.06% | 192 |
|
|
2022
Q2 | $363K | Buy |
1,114
+59
| +6% | +$19.2K | 0.06% | 199 |
|
|
2022
Q1 | $323K | Hold |
1,055
| – | – | 0.05% | 217 |
|
|
2021
Q4 | $262K | Sell |
1,055
-25
| -2% | -$6.21K | 0.04% | 226 |
|
|
2021
Q3 | $215K | Hold |
1,080
| – | – | 0.05% | 208 |
|
|
2021
Q2 | $207K | Hold |
1,080
| – | – | 0.05% | 214 |
|
|
2021
Q1 | $211K | Buy |
+1,080
| New | +$211K | 0.06% | 182 |
|
|
2020
Q1 | – | Sell |
-1,495
| Closed | -$207K | – | 184 |
|
|
2019
Q4 | $207K | Buy |
+1,495
| New | +$207K | 0.08% | 178 |
|
|
2019
Q3 | – | Sell |
-1,525
| Closed | -$205K | – | 181 |
|
|
2019
Q2 | $205K | Buy |
+1,525
| New | +$205K | 0.09% | 180 |
|