Prestige Wealth Management 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
$647K Sell
882
-1
-0.1% -$733 0.13% 84
2025
Q1
$595K Sell
883
-36
-4% -$24.3K 0.13% 83
2024
Q4
$524K Buy
919
+8
+0.9% +$4.57K 0.11% 95
2024
Q3
$451K Sell
911
-5
-0.5% -$2.48K 0.09% 105
2024
Q2
$536K Sell
916
-40
-4% -$23.4K 0.12% 82
2024
Q1
$514K Sell
956
-39
-4% -$21K 0.11% 88
2023
Q4
$461K Buy
995
+649
+188% +$301K 0.1% 89
2023
Q3
$151K Buy
346
+18
+5% +$7.84K 0.04% 152
2023
Q2
$140K Sell
328
-31
-9% -$13.3K 0.03% 172
2023
Q1
$128K Sell
359
-44
-11% -$15.7K 0.03% 169
2022
Q4
$151K Buy
403
+33
+9% +$12.4K 0.04% 156
2022
Q3
$126K Sell
370
-7
-2% -$2.38K 0.04% 158
2022
Q2
$124K Sell
377
-165
-30% -$54.3K 0.03% 159
2022
Q1
$166K Buy
542
+11
+2% +$3.37K 0.04% 152
2021
Q4
$132K Buy
531
+15
+3% +$3.73K 0.03% 175
2021
Q3
$103K Buy
516
+12
+2% +$2.4K 0.03% 187
2021
Q2
$97K Sell
504
-60
-11% -$11.5K 0.03% 184
2021
Q1
$110K Buy
564
+40
+8% +$7.8K 0.03% 175
2020
Q4
$91K Buy
524
+97
+23% +$16.8K 0.02% 184
2020
Q3
$64K Buy
427
+81
+23% +$12.1K 0.02% 220
2020
Q2
$53K Sell
346
-16
-4% -$2.45K 0.02% 218
2020
Q1
$49K Buy
362
+45
+14% +$6.09K 0.02% 180
2019
Q4
$44K Hold
317
0.02% 209
2019
Q3
$44K Hold
317
0.03% 208
2019
Q2
$42K Buy
317
+10
+3% +$1.33K 0.03% 207
2019
Q1
$36K Sell
307
-53
-15% -$6.22K 0.02% 210
2018
Q4
$40K Buy
+360
New +$40K 0.03% 214