Sunbelt Securities’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
477
+9
| +2% | +$5.13K | 0.02% | 506 |
|
|
2025
Q1 | $315K | Sell |
468
-9
| -2% | -$6.06K | 0.03% | 443 |
|
|
2024
Q4 | $272K | Sell |
477
-335
| -41% | -$191K | 0.02% | 506 |
|
|
2024
Q3 | $402K | Sell |
812
-35
| -4% | -$17.3K | 0.04% | 409 |
|
|
2024
Q2 | $495K | Buy |
847
+1
| +0.1% | +$584 | 0.05% | 342 |
|
|
2024
Q1 | $454K | Buy |
846
+83
| +11% | +$44.6K | 0.05% | 348 |
|
|
2023
Q4 | $353K | Sell |
763
-2
| -0.3% | -$926 | 0.04% | 377 |
|
|
2023
Q3 | $333K | Hold |
765
| – | – | 0.05% | 377 |
|
|
2023
Q2 | $327K | Buy |
765
+32
| +4% | +$13.7K | 0.05% | 372 |
|
|
2023
Q1 | $262K | Buy |
+733
| New | +$262K | 0.04% | 385 |
|
|
2020
Q2 | – | Sell |
-5,581
| Closed | -$807K | – | 344 |
|
|
2020
Q1 | $807K | Buy |
+5,581
| New | +$807K | 0.03% | 165 |
|