RWM
Ritholtz Wealth Management’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.87M | Buy |
13,473
+273
| +2% | +$200K | 0.22% | 50 |
|
|
2025
Q1 | $8.88M | Buy |
13,200
+164
| +1% | +$110K | 0.27% | 51 |
|
|
2024
Q4 | $7.43M | Buy |
13,036
+302
| +2% | +$172K | 0.22% | 56 |
|
|
2024
Q3 | $6.3M | Sell |
12,734
-1,484
| -10% | -$734K | 0.19% | 65 |
|
|
2024
Q2 | $8.3M | Sell |
14,218
-140
| -1% | -$81.8K | 0.27% | 42 |
|
|
2024
Q1 | $7.71M | Sell |
14,358
-35
| -0.2% | -$18.8K | 0.27% | 46 |
|
|
2023
Q4 | $6.66M | Sell |
14,393
-85
| -0.6% | -$39.4K | 0.26% | 47 |
|
|
2023
Q3 | $6.3M | Buy |
14,478
+78
| +0.5% | +$33.9K | 0.28% | 47 |
|
|
2023
Q2 | $6.15M | Buy |
14,400
+2,205
| +18% | +$942K | 0.28% | 48 |
|
|
2023
Q1 | $4.34M | Sell |
12,195
-5,044
| -29% | -$1.8M | 0.22% | 63 |
|
|
2022
Q4 | $6.47M | Buy |
17,239
+522
| +3% | +$196K | 0.36% | 40 |
|
|
2022
Q3 | $5.68M | Buy |
16,717
+14,442
| +635% | +$4.91M | 0.3% | 36 |
|
|
2022
Q2 | $742K | Buy |
2,275
+987
| +77% | +$322K | 0.05% | 237 |
|
|
2022
Q1 | $394K | Buy |
+1,288
| New | +$394K | 0.03% | 353 |
|