River Wealth 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 | $1.01M | Sell |
1,381
-10
| -0.7% | -$7.33K | 0.13% | 113 |
|
|
2025
Q1 | $936K | Sell |
1,391
-72
| -5% | -$48.5K | 0.13% | 109 |
|
|
2024
Q4 | $834K | Sell |
1,463
-6
| -0.4% | -$3.42K | 0.11% | 121 |
|
|
2024
Q3 | $726K | Sell |
1,469
-18
| -1% | -$8.9K | 0.1% | 128 |
|
|
2024
Q2 | $868K | Buy |
1,487
+56
| +4% | +$32.7K | 0.12% | 112 |
|
|
2024
Q1 | $768K | Sell |
1,431
-72
| -5% | -$38.7K | 0.11% | 121 |
|
|
2023
Q4 | $696K | Sell |
1,503
-71
| -5% | -$32.9K | 0.11% | 126 |
|
|
2023
Q3 | $684K | Sell |
1,574
-5
| -0.3% | -$2.17K | 0.12% | 128 |
|
|
2023
Q2 | $675K | Buy |
1,579
+28
| +2% | +$12K | 0.11% | 136 |
|
|
2023
Q1 | $552K | Sell |
1,551
-46
| -3% | -$16.4K | 0.1% | 140 |
|
|
2022
Q4 | $599K | Sell |
1,597
-7
| -0.4% | -$2.63K | 0.12% | 136 |
|
|
2022
Q3 | $545K | Sell |
1,604
-22
| -1% | -$7.48K | 0.12% | 134 |
|
|
2022
Q2 | $530K | Sell |
1,626
-53
| -3% | -$17.3K | 0.1% | 143 |
|
|
2022
Q1 | $514K | Sell |
1,679
-10
| -0.6% | -$3.06K | 0.08% | 151 |
|
|
2021
Q4 | $420K | Buy |
1,689
+120
| +8% | +$29.8K | 0.07% | 162 |
|
|
2021
Q3 | $313K | Sell |
1,569
-103
| -6% | -$20.5K | 0.05% | 182 |
|
|
2021
Q2 | $320K | Buy |
1,672
+65
| +4% | +$12.4K | 0.06% | 180 |
|
|
2021
Q1 | $313K | Buy |
1,607
+116
| +8% | +$22.6K | 0.06% | 179 |
|
|
2020
Q4 | $259K | Buy |
+1,491
| New | +$259K | 0.06% | 185 |
|
|
2019
Q1 | – | Sell |
-370
| Closed | -$41K | – | 355 |
|
|
2018
Q4 | $41K | Sell |
370
-40
| -10% | -$4.43K | 0.02% | 264 |
|
|
2018
Q3 | $54K | Sell |
410
-375
| -48% | -$49.4K | 0.02% | 272 |
|
|
2018
Q2 | $105K | Buy |
+785
| New | +$105K | 0.04% | 194 |
|
|
2017
Q1 | – | Sell |
-1,620
| Closed | -$228K | – | 156 |
|
|
2016
Q4 | $228K | Buy |
+1,620
| New | +$228K | 0.12% | 145 |
|
|
2016
Q3 | – | Sell |
-1,095
| Closed | -$204K | – | 151 |
|
|
2016
Q2 | $204K | Buy |
+1,095
| New | +$204K | 0.12% | 146 |
|
|
2016
Q1 | – | Sell |
-1,095
| Closed | -$216K | – | 148 |
|
|
2015
Q4 | $216K | Buy |
+1,095
| New | +$216K | 0.14% | 138 |
|