Strategic Wealth Partners’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Buy |
+909
| New | +$666K | 0.05% | 182 |
|
|
2024
Q4 | $568K | Buy |
942
+282
| +43% | +$170K | 0.05% | 195 |
|
|
2024
Q3 | $326K | Buy |
660
+82
| +14% | +$40.5K | 0.03% | 246 |
|
|
2024
Q2 | $338K | Buy |
578
+5
| +0.9% | +$2.92K | 0.04% | 227 |
|
|
2024
Q1 | $308K | Buy |
+573
| New | +$308K | 0.03% | 228 |
|
|
2019
Q4 | – | Sell |
-802
| Closed | -$108 | – | 348 |
|
|
2019
Q3 | $108 | Sell |
802
-2,566
| -76% | -$346 | ﹤0.01% | 265 |
|
|
2019
Q2 | $452K | Sell |
3,368
-914
| -21% | -$123K | 0.22% | 97 |
|
|
2019
Q1 | $509K | Sell |
4,282
-2,863
| -40% | -$340K | 0.23% | 97 |
|
|
2018
Q4 | $876K | Sell |
7,145
-992
| -12% | -$122K | 0.44% | 72 |
|
|
2018
Q3 | $1.08M | Buy |
8,137
+921
| +13% | +$122K | 0.58% | 58 |
|
|
2018
Q2 | $963K | Sell |
7,216
-859
| -11% | -$115K | 0.56% | 58 |
|
|
2018
Q1 | $1.14M | Buy |
8,075
+5,917
| +274% | +$834K | 0.59% | 47 |
|
|
2017
Q4 | $303K | Buy |
+2,158
| New | +$303K | 0.17% | 128 |
|