SimplyRich’s McKesson MCK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.8M	Hold	5,191	–	–	1.06%	18
2025 Q1	$3.49M	Hold	5,191	–	–	1.01%	19
2024 Q4	$2.96M	Buy	5,191 +53	+1%	+$30.2K	0.84%	21
2024 Q3	$2.54M	Buy	5,138 +112	+2%	+$55.4K	0.71%	27
2024 Q2	$2.94M	Buy	5,026 +19	+0.4%	+$11.1K	0.93%	20
2024 Q1	$2.69M	Buy	5,007 +14	+0.3%	+$7.52K	0.87%	23
2023 Q4	$2.31M	Buy	4,993 +1	+0%	+$463	0.8%	27
2023 Q3	$2.17M	Buy	4,992 +9	+0.2%	+$3.91K	1.05%	22
2023 Q2	$2.13M	Buy	4,983 +1	+0%	+$427	0.76%	29
2023 Q1	$1.77M	Hold	4,982	–	–	0.67%	34
2022 Q4	$1.87M	Hold	4,982	–	–	0.74%	30
2022 Q3	$1.69M	Hold	4,982	–	–	0.76%	29
2022 Q2	$1.63M	Hold	4,982	–	–	0.67%	33
2022 Q1	$1.53M	Hold	4,982	–	–	0.53%	46
2021 Q4	$1.24M	Hold	4,982	–	–	0.41%	63
2021 Q3	$993K	Hold	4,982	–	–	0.36%	73
2021 Q2	$952K	Hold	4,982	–	–	0.44%	70
2021 Q1	$972K	Hold	4,982	–	–	0.39%	68
2020 Q4	$866K	Hold	4,982	–	–	0.39%	66
2020 Q3	$742K	Hold	4,982	–	–	0.37%	69
2020 Q2	$756K	Hold	4,982	–	–	0.42%	63
2020 Q1	$688K	Hold	4,982	–	–	0.46%	57
2019 Q4	$683K	Hold	4,982	–	–	0.34%	81
2019 Q3	$675K	Hold	4,982	–	–	0.37%	77
2019 Q2	$670K	Buy	+4,982	New	+$670K	0.37%	78
2018 Q4	–	Sell	-4,982	Closed	-$661K	–	113
2018 Q3	$661K	Sell	4,982 -126	-2%	-$16.7K	0.36%	85
2018 Q2	$681K	Hold	5,108	–	–	0.39%	83
2018 Q1	$720K	Hold	5,108	–	–	0.4%	81
2017 Q4	$797K	Buy	+5,108	New	+$797K	0.45%	80