Plante Moran Financial Advisors’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 | $116K | Sell |
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|
2025
Q1 | $157K | Buy |
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|
2024
Q4 | $96.7K | Buy |
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|
2024
Q3 | $76.5K | Buy |
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|
2024
Q2 | $33.3K | Hold |
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|
2024
Q1 | $30.6K | Buy |
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|
2023
Q4 | $1.39K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $22.6K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $3K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $6K | Sell |
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|
2021
Q3 | $65K | Hold |
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|
2021
Q2 | $62K | Hold |
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|
2021
Q1 | $63K | Hold |
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|
2020
Q4 | $57K | Sell |
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|
2020
Q3 | $56K | Buy |
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|
2020
Q2 | $50K | Hold |
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|
2020
Q1 | $44K | Hold |
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|
2019
Q4 | $45K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $3K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $19K | Sell |
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|
2018
Q3 | $39K | Buy |
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|
2018
Q2 | $32K | Sell |
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|
2018
Q1 | $42K | Sell |
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|
2017
Q4 | $48K | Buy |
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|
2017
Q3 | $46K | Buy |
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|
2017
Q2 | $28K | Sell |
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|
2017
Q1 | $49K | Sell |
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|
2016
Q4 | $53K | Sell |
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|
2016
Q3 | $73K | Buy |
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|
2016
Q2 | $71K | Sell |
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|
2016
Q1 | $126K | Hold |
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|
2015
Q4 | $158K | Sell |
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|
2015
Q3 | $157K | Buy |
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|
2015
Q2 | $155K | Buy |
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|
2015
Q1 | $144K | Buy |
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|
2014
Q4 | $58K | Hold |
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|
2014
Q3 | $55K | Buy |
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|
2014
Q2 | $30K | Sell |
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|
2014
Q1 | $53K | Sell |
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|
2013
Q4 | $155K | Buy |
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|
2013
Q3 | $40K | Buy |
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|
2013
Q2 | $34K | Buy |
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