Sard Wealth Management Group’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
1,779
-112
| -6% | -$82.1K | 0.8% | 17 |
|
|
2025
Q1 | $1.27M | Sell |
1,891
-15
| -0.8% | -$10.1K | 0.85% | 16 |
|
|
2024
Q4 | $1.09M | Buy |
1,906
+4
| +0.2% | +$2.28K | 0.73% | 17 |
|
|
2024
Q3 | $940K | Sell |
1,902
-131
| -6% | -$64.8K | 0.62% | 17 |
|
|
2024
Q2 | $1.19M | Buy |
2,033
+173
| +9% | +$101K | 0.83% | 17 |
|
|
2024
Q1 | $999K | Sell |
1,860
-195
| -9% | -$105K | 0.9% | 17 |
|
|
2023
Q4 | $952K | Buy |
+2,055
| New | +$952K | 0.96% | 16 |
|