Spire Wealth Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.44M | Sell |
11,795
-7,047
| -37% | -$5.04M | 0.3% | 67 |
|
|
2025
Q1 | $12.7M | Sell |
18,842
-384
| -2% | -$258K | 0.41% | 49 |
|
|
2024
Q4 | $11M | Buy |
19,226
+1,981
| +11% | +$1.13M | 0.34% | 66 |
|
|
2024
Q3 | $8.53M | Buy |
17,245
+1,183
| +7% | +$585K | 0.29% | 77 |
|
|
2024
Q2 | $9.37M | Sell |
16,062
-34
| -0.2% | -$19.8K | 0.33% | 60 |
|
|
2024
Q1 | $22M | Buy |
16,096
+25
| +0.2% | +$34.2K | 0.4% | 50 |
|
|
2023
Q4 | $7.79M | Buy |
16,071
+3,798
| +31% | +$1.84M | 0.26% | 82 |
|
|
2023
Q3 | $5.34M | Sell |
12,273
-276
| -2% | -$120K | 0.2% | 95 |
|
|
2023
Q2 | $5.36M | Buy |
12,549
+10,901
| +661% | +$4.66M | 0.2% | 101 |
|
|
2023
Q1 | $587K | Buy |
1,648
+738
| +81% | +$263K | 0.02% | 454 |
|
|
2022
Q4 | $341K | Buy |
910
+54
| +6% | +$20.2K | 0.02% | 432 |
|
|
2022
Q3 | $291K | Sell |
856
-668
| -44% | -$227K | 0.02% | 450 |
|
|
2022
Q2 | $497K | Sell |
1,524
-318
| -17% | -$104K | 0.02% | 473 |
|
|
2022
Q1 | $564K | Sell |
1,842
-1,659
| -47% | -$508K | 0.02% | 533 |
|
|
2021
Q4 | $870K | Sell |
3,501
-173
| -5% | -$43K | 0.02% | 511 |
|
|
2021
Q3 | $733K | Sell |
3,674
-60,638
| -94% | -$12.1M | 0.02% | 481 |
|
|
2021
Q2 | $12.3M | Sell |
64,312
-470
| -0.7% | -$89.9K | 0.33% | 79 |
|
|
2021
Q1 | $12.6M | Buy |
+64,782
| New | +$12.6M | 0.33% | 84 |
|