SS&H Financial Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Hold |
3,400
| – | – | 0.83% | 35 |
|
|
2025
Q1 | $2.29M | Hold |
3,400
| – | – | 0.85% | 34 |
|
|
2024
Q4 | $1.94M | Hold |
3,400
| – | – | 0.71% | 38 |
|
|
2024
Q3 | $1.68M | Hold |
3,400
| – | – | 0.61% | 43 |
|
|
2024
Q2 | $1.99M | Hold |
3,400
| – | – | 0.78% | 37 |
|
|
2024
Q1 | $1.83M | Hold |
3,400
| – | – | 0.76% | 38 |
|
|
2023
Q4 | $1.57M | Hold |
3,400
| – | – | 0.67% | 43 |
|
|
2023
Q3 | $1.48M | Buy |
+3,400
| New | +$1.48M | 0.69% | 43 |
|
|
2023
Q1 | $1.21M | Hold |
3,400
| – | – | 0.55% | 50 |
|
|
2022
Q4 | $1.28M | Hold |
3,400
| – | – | 0.61% | 51 |
|
|
2022
Q3 | $1.16M | Hold |
3,400
| – | – | 0.6% | 51 |
|
|
2022
Q2 | $1.11M | Hold |
3,400
| – | – | 0.51% | 56 |
|
|
2022
Q1 | $1.04M | Buy |
+3,400
| New | +$1.04M | 0.41% | 64 |
|