Private Wealth Partners’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.6M | Sell |
32,159
-3,098
| -9% | -$2.27M | 1.84% | 16 |
|
|
2025
Q1 | $23.7M | Sell |
35,257
-775
| -2% | -$522K | 1.96% | 15 |
|
|
2024
Q4 | $20.5M | Sell |
36,032
-170
| -0.5% | -$96.9K | 1.57% | 19 |
|
|
2024
Q3 | $17.9M | Sell |
36,202
-13,257
| -27% | -$6.55M | 1.43% | 23 |
|
|
2024
Q2 | $28.9M | Sell |
49,459
-150
| -0.3% | -$87.6K | 2.14% | 15 |
|
|
2024
Q1 | $26.6M | Sell |
49,609
-2,370
| -5% | -$1.27M | 2.13% | 16 |
|
|
2023
Q4 | $24.1M | Sell |
51,979
-141
| -0.3% | -$65.3K | 2.03% | 18 |
|
|
2023
Q3 | $22.7M | Sell |
52,120
-1,395
| -3% | -$607K | 2.17% | 16 |
|
|
2023
Q2 | $22.9M | Sell |
53,515
-615
| -1% | -$263K | 2.1% | 15 |
|
|
2023
Q1 | $19.3M | Sell |
54,130
-450
| -0.8% | -$160K | 1.92% | 19 |
|
|
2022
Q4 | $20.5M | Sell |
54,580
-2,087
| -4% | -$783K | 2.34% | 15 |
|
|
2022
Q3 | $19.3M | Sell |
56,667
-565
| -1% | -$192K | 2.46% | 14 |
|
|
2022
Q2 | $18.7M | Sell |
57,232
-7,536
| -12% | -$2.46M | 2.17% | 17 |
|
|
2022
Q1 | $19.8M | Sell |
64,768
-3,920
| -6% | -$1.2M | 1.78% | 18 |
|
|
2021
Q4 | $17.1M | Sell |
68,688
-2,782
| -4% | -$692K | 1.44% | 22 |
|
|
2021
Q3 | $14.3M | Sell |
71,470
-1,505
| -2% | -$300K | 1.32% | 25 |
|
|
2021
Q2 | $14M | Sell |
72,975
-2,955
| -4% | -$565K | 1.29% | 27 |
|
|
2021
Q1 | $14.8M | Buy |
75,930
+63,375
| +505% | +$12.4M | 1.57% | 20 |
|
|
2020
Q4 | $2.18M | Buy |
+12,555
| New | +$2.18M | 0.24% | 58 |
|