Silver Oak Securities’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $754K | Sell |
1,029
-54
| -5% | -$39.6K | 0.06% | 312 |
|
|
2025
Q1 | $724K | Hold |
1,083
| – | – | 0.07% | 298 |
|
|
2024
Q4 | $618K | Buy |
1,083
+600
| +124% | +$342K | 0.06% | 336 |
|
|
2024
Q3 | $236K | Buy |
483
+3
| +0.6% | +$1.47K | 0.02% | 466 |
|
|
2024
Q2 | $280K | Hold |
480
| – | – | 0.04% | 304 |
|
|
2024
Q1 | $258K | Sell |
480
-6
| -1% | -$3.22K | 0.04% | 325 |
|
|
2023
Q4 | $225K | Hold |
486
| – | – | 0.03% | 435 |
|
|
2023
Q3 | $211K | Buy |
+486
| New | +$211K | 0.05% | 281 |
|
|
2022
Q4 | – | Sell |
-486
| Closed | -$211K | – | 399 |
|
|
2022
Q3 | $211K | Sell |
486
-197
| -29% | -$85.7K | 0.05% | 281 |
|
|
2022
Q2 | $229K | Buy |
+683
| New | +$229K | 0.05% | 238 |
|