Regatta Capital 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 | $337K | Buy |
460
+1
| +0.2% | +$733 | 0.06% | 164 |
|
|
2025
Q1 | $309K | Sell |
459
-26
| -5% | -$17.5K | 0.06% | 156 |
|
|
2024
Q4 | $276K | Sell |
485
-13
| -3% | -$7.41K | 0.05% | 161 |
|
|
2024
Q3 | $246K | Sell |
498
-8
| -2% | -$3.96K | 0.05% | 171 |
|
|
2024
Q2 | $296K | Sell |
506
-3
| -0.6% | -$1.75K | 0.06% | 153 |
|
|
2024
Q1 | $273K | Sell |
509
-3
| -0.6% | -$1.61K | 0.06% | 155 |
|
|
2023
Q4 | $237K | Sell |
512
-10
| -2% | -$4.63K | 0.06% | 149 |
|
|
2023
Q3 | $227K | Hold |
522
| – | – | 0.07% | 147 |
|
|
2023
Q2 | $223K | Sell |
522
-76
| -13% | -$32.5K | 0.07% | 155 |
|
|
2023
Q1 | $224K | Hold |
598
| – | – | 0.08% | 158 |
|
|
2022
Q4 | $224K | Sell |
598
-5,121
| -90% | -$1.92M | 0.08% | 158 |
|
|
2022
Q3 | $1.87M | Buy |
5,719
+52
| +0.9% | +$17K | 0.76% | 29 |
|
|
2022
Q2 | $1.85M | Buy |
5,667
+147
| +3% | +$48K | 0.88% | 19 |
|
|
2022
Q1 | $1.69M | Buy |
5,520
+70
| +1% | +$21.4K | 0.58% | 40 |
|
|
2021
Q4 | $1.36M | Buy |
+5,450
| New | +$1.36M | 0.47% | 53 |
|