Pinnacle Wealth Planning Services’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Buy |
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|
2025
Q1 | $406K | Buy |
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|
2024
Q4 | $337K | Sell |
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|
2024
Q3 | $404K | Sell |
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|
2024
Q2 | $479K | Sell |
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|
2024
Q1 | $443K | Sell |
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|
2023
Q4 | $384K | Sell |
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|
2023
Q3 | $361K | Buy |
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|
2023
Q2 | $355K | Buy |
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|
2023
Q1 | $295K | Sell |
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|
2022
Q4 | $316K | Buy |
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|
2022
Q3 | $282K | Hold |
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|
2022
Q2 | $270K | Buy |
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|
2022
Q1 | $229K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $82K | Buy |
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