Ridgecrest 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 | $832K | Sell |
1,136
-110
| -9% | -$80.6K | 0.44% | 46 |
|
|
2025
Q1 | $839K | Hold |
1,246
| – | – | 0.44% | 45 |
|
|
2024
Q4 | $710K | Hold |
1,246
| – | – | 0.39% | 49 |
|
|
2024
Q3 | $616K | Hold |
1,246
| – | – | 0.32% | 54 |
|
|
2024
Q2 | $728K | Hold |
1,246
| – | – | 0.44% | 46 |
|
|
2024
Q1 | $669K | Hold |
1,246
| – | – | 0.4% | 51 |
|
|
2023
Q4 | $577K | Buy |
1,246
+105
| +9% | +$48.6K | 0.38% | 50 |
|
|
2023
Q3 | $496K | Hold |
1,141
| – | – | 0.35% | 52 |
|
|
2023
Q2 | $488K | Hold |
1,141
| – | – | 0.32% | 54 |
|
|
2023
Q1 | $406K | Hold |
1,141
| – | – | 0.29% | 57 |
|
|
2022
Q4 | $428K | Hold |
1,141
| – | – | 0.33% | 56 |
|
|
2022
Q3 | $388K | Hold |
1,141
| – | – | 0.32% | 56 |
|
|
2022
Q2 | $372K | Hold |
1,141
| – | – | 0.27% | 64 |
|
|
2022
Q1 | $349K | Hold |
1,141
| – | – | 0.22% | 81 |
|
|
2021
Q4 | $284K | Hold |
1,141
| – | – | 0.14% | 104 |
|
|
2021
Q3 | $227K | Buy |
+1,141
| New | +$227K | 0.12% | 104 |
|
|
2021
Q2 | – | Sell |
-1,041
| Closed | -$203K | – | 111 |
|
|
2021
Q1 | $203K | Buy |
+1,041
| New | +$203K | 0.19% | 86 |
|