Spectrum Asset Management (California)’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Hold |
1,600
| – | – | 0.51% | 51 |
|
|
2025
Q1 | $1.08M | Buy |
1,600
+1,000
| +167% | +$674K | 0.48% | 45 |
|
|
2024
Q4 | $342K | Hold |
600
| – | – | 0.15% | 77 |
|
|
2024
Q3 | $297K | Hold |
600
| – | – | 0.13% | 84 |
|
|
2024
Q2 | $351K | Hold |
600
| – | – | 0.16% | 73 |
|
|
2024
Q1 | $322K | Hold |
600
| – | – | 0.14% | 75 |
|
|
2023
Q4 | $278K | Hold |
600
| – | – | 0.12% | 73 |
|
|
2023
Q3 | $261K | Hold |
600
| – | – | 0.14% | 75 |
|
|
2023
Q2 | $257K | Hold |
600
| – | – | 0.13% | 76 |
|
|
2023
Q1 | $214K | Hold |
600
| – | – | 0.11% | 84 |
|
|
2022
Q4 | $225K | Hold |
600
| – | – | 0.11% | 89 |
|
|
2022
Q3 | $204K | Buy |
+600
| New | +$204K | 0.1% | 85 |
|