Summit Financial’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
1,798
+61
| +4% | +$44.7K | 0.03% | 364 |
|
|
2025
Q1 | $1.17M | Buy |
1,737
+390
| +29% | +$263K | 0.03% | 342 |
|
|
2024
Q4 | $769K | Buy |
1,347
+222
| +20% | +$127K | 0.03% | 368 |
|
|
2024
Q3 | $557K | Buy |
1,125
+89
| +9% | +$44.1K | 0.02% | 358 |
|
|
2024
Q2 | $606K | Buy |
1,036
+630
| +155% | +$368K | 0.03% | 299 |
|
|
2024
Q1 | $218K | Sell |
406
-121
| -23% | -$65K | 0.01% | 361 |
|
|
2023
Q4 | $244K | Buy |
+527
| New | +$244K | 0.02% | 318 |
|