Robertson Stephens Wealth Management’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Sell |
616
-122
| -17% | -$89.5K | 0.01% | 378 |
|
|
2025
Q1 | $497K | Buy |
738
+45
| +6% | +$30.3K | 0.02% | 360 |
|
|
2024
Q4 | $396K | Sell |
693
-1,252
| -64% | -$715K | 0.01% | 405 |
|
|
2024
Q3 | $963K | Sell |
1,945
-198
| -9% | -$98.1K | 0.03% | 286 |
|
|
2024
Q2 | $1.25M | Buy |
2,143
+173
| +9% | +$101K | 0.06% | 193 |
|
|
2024
Q1 | $1.06M | Buy |
1,970
+1,513
| +331% | +$812K | 0.06% | 223 |
|
|
2023
Q4 | $212K | Buy |
+457
| New | +$212K | 0.01% | 426 |
|
|
2023
Q1 | – | Sell |
-563
| Closed | -$211K | – | 454 |
|
|
2022
Q4 | $211K | Buy |
+563
| New | +$211K | 0.02% | 383 |
|