Pinnacle Wealth Planning Services’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Buy |
607
+4
| +0.7% | +$2.93K | 0.06% | 217 |
|
|
2025
Q1 | $406K | Buy |
603
+12
| +2% | +$8.08K | 0.06% | 197 |
|
|
2024
Q4 | $337K | Sell |
591
-227
| -28% | -$129K | 0.05% | 229 |
|
|
2024
Q3 | $404K | Sell |
818
-3
| -0.4% | -$1.48K | 0.05% | 229 |
|
|
2024
Q2 | $479K | Sell |
821
-5
| -0.6% | -$2.92K | 0.07% | 189 |
|
|
2024
Q1 | $443K | Sell |
826
-4
| -0.5% | -$2.15K | 0.07% | 210 |
|
|
2023
Q4 | $384K | Sell |
830
-1
| -0.1% | -$463 | 0.06% | 218 |
|
|
2023
Q3 | $361K | Buy |
831
+1
| +0.1% | +$435 | 0.06% | 213 |
|
|
2023
Q2 | $355K | Buy |
830
+1
| +0.1% | +$427 | 0.06% | 230 |
|
|
2023
Q1 | $295K | Sell |
829
-14
| -2% | -$4.99K | 0.05% | 273 |
|
|
2022
Q4 | $316K | Buy |
843
+14
| +2% | +$5.25K | 0.06% | 252 |
|
|
2022
Q3 | $282K | Hold |
829
| – | – | 0.05% | 251 |
|
|
2022
Q2 | $270K | Buy |
829
+81
| +11% | +$26.4K | 0.05% | 267 |
|
|
2022
Q1 | $229K | Buy |
+748
| New | +$229K | 0.04% | 337 |
|
|
2021
Q1 | – | Sell |
-474
| Closed | -$82K | – | 1276 |
|
|
2020
Q4 | $82K | Buy |
+474
| New | +$82K | 0.02% | 560 |
|