Richwood Investment Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $348K | Hold |
475
| – | – | 0.29% | 76 |
|
2025
Q1 | $320K | Hold |
475
| – | – | 0.27% | 82 |
|
2024
Q4 | $271K | Sell |
475
-11
| -2% | -$6.27K | 0.23% | 86 |
|
2024
Q3 | $240K | Sell |
486
-104
| -18% | -$51.4K | 0.2% | 95 |
|
2024
Q2 | $344K | Buy |
590
+1
| +0.2% | +$584 | 0.3% | 75 |
|
2024
Q1 | $316K | Sell |
589
-51
| -8% | -$27.4K | 0.28% | 80 |
|
2023
Q4 | $296K | Sell |
640
-92
| -13% | -$42.6K | 0.28% | 83 |
|
2023
Q3 | $318K | Sell |
732
-48
| -6% | -$20.9K | 0.32% | 75 |
|
2023
Q2 | $333K | Sell |
780
-49
| -6% | -$20.9K | 0.33% | 75 |
|
2023
Q1 | $295K | Hold |
829
| – | – | 0.29% | 88 |
|
2022
Q4 | $311K | Hold |
829
| – | – | 0.31% | 84 |
|
2022
Q3 | $282K | Sell |
829
-10
| -1% | -$3.4K | 0.31% | 87 |
|
2022
Q2 | $274K | Hold |
839
| – | – | 0.28% | 93 |
|
2022
Q1 | $257K | Hold |
839
| – | – | 0.23% | 101 |
|
2021
Q4 | $209K | Buy |
+839
| New | +$209K | 0.18% | 106 |
|