SVB Wealth’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Sell |
1,871
-1,780
| -49% | -$1.3M | 0.07% | 200 |
|
|
2025
Q1 | $2.46M | Sell |
3,651
-98
| -3% | -$65.9K | 0.1% | 108 |
|
|
2024
Q4 | $2.14M | Buy |
+3,749
| New | +$2.14M | 0.04% | 223 |
|
|
2024
Q3 | – | Sell |
-3,851
| Closed | -$2.25M | – | 363 |
|
|
2024
Q2 | $2.25M | Sell |
3,851
-409
| -10% | -$239K | 0.06% | 219 |
|
|
2024
Q1 | $2.29M | Sell |
4,260
-3
| -0.1% | -$1.61K | 0.05% | 231 |
|
|
2023
Q4 | $1.97M | Sell |
4,263
-76
| -2% | -$35.2K | 0.05% | 241 |
|
|
2023
Q3 | $1.89M | Sell |
4,339
-63
| -1% | -$27.4K | 0.04% | 233 |
|
|
2023
Q2 | $1.88M | Buy |
4,402
+9
| +0.2% | +$3.85K | 0.03% | 249 |
|
|
2023
Q1 | $1.56M | Sell |
4,393
-114
| -3% | -$40.6K | 0.02% | 313 |
|
|
2022
Q4 | $1.69M | Sell |
4,507
-134
| -3% | -$50.3K | 0.02% | 297 |
|
|
2022
Q3 | $1.58M | Buy |
4,641
+996
| +27% | +$338K | 0.02% | 284 |
|
|
2022
Q2 | $1.19M | Buy |
3,645
+177
| +5% | +$57.7K | 0.02% | 292 |
|
|
2022
Q1 | $1.06M | Buy |
3,468
+18
| +0.5% | +$5.51K | 0.01% | 316 |
|
|
2021
Q4 | $858K | Sell |
3,450
-134
| -4% | -$33.3K | 0.01% | 333 |
|
|
2021
Q3 | $715K | Buy |
3,584
+532
| +17% | +$106K | 0.01% | 492 |
|
|
2021
Q2 | $583K | Buy |
3,052
+74
| +2% | +$14.1K | 0.01% | 534 |
|
|
2021
Q1 | $580K | Sell |
2,978
-57
| -2% | -$11.1K | 0.01% | 478 |
|
|
2020
Q4 | $528K | Buy |
3,035
+367
| +14% | +$63.8K | 0.01% | 463 |
|
|
2020
Q3 | $398K | Buy |
2,668
+121
| +5% | +$18.1K | 0.01% | 464 |
|
|
2020
Q2 | $391K | Sell |
2,547
-145
| -5% | -$22.3K | 0.01% | 411 |
|
|
2020
Q1 | $364K | Sell |
2,692
-242
| -8% | -$32.7K | 0.01% | 362 |
|
|
2019
Q4 | $406K | Buy |
2,934
+737
| +34% | +$102K | 0.01% | 452 |
|
|
2019
Q3 | $300K | Buy |
2,197
+177
| +9% | +$24.2K | 0.01% | 434 |
|
|
2019
Q2 | $271K | Sell |
2,020
-631
| -24% | -$84.7K | 0.01% | 453 |
|
|
2019
Q1 | $310K | Sell |
2,651
-528
| -17% | -$61.7K | 0.01% | 337 |
|
|
2018
Q4 | $352K | Sell |
3,179
-588
| -16% | -$65.1K | 0.02% | 332 |
|
|
2018
Q3 | $500K | Buy |
3,767
+586
| +18% | +$77.8K | 0.02% | 334 |
|
|
2018
Q2 | $424K | Sell |
3,181
-557
| -15% | -$74.2K | 0.02% | 353 |
|
|
2018
Q1 | $527K | Sell |
3,738
-712
| -16% | -$100K | 0.02% | 336 |
|
|
2017
Q4 | $694K | Sell |
4,450
-2,696
| -38% | -$420K | 0.03% | 309 |
|
|
2017
Q3 | $1.1M | Sell |
7,146
-117
| -2% | -$18K | 0.04% | 248 |
|
|
2017
Q2 | $1.2M | Sell |
7,263
-12,047
| -62% | -$1.98M | 0.05% | 235 |
|
|
2017
Q1 | $2.86M | Sell |
19,310
-115
| -0.6% | -$17.1K | 0.11% | 148 |
|
|
2016
Q4 | $2.73M | Buy |
19,425
+1,119
| +6% | +$157K | 0.11% | 149 |
|
|
2016
Q3 | $3.05M | Sell |
18,306
-9,659
| -35% | -$1.61M | 0.12% | 151 |
|
|
2016
Q2 | $5.22M | Sell |
27,965
-3,090
| -10% | -$577K | 0.21% | 114 |
|
|
2016
Q1 | $4.88M | Buy |
31,055
+10,265
| +49% | +$1.61M | 0.2% | 117 |
|
|
2015
Q4 | $4.1M | Sell |
20,790
-13,330
| -39% | -$2.63M | 0.16% | 134 |
|
|
2015
Q3 | $6.31M | Buy |
34,120
+7,018
| +26% | +$1.3M | 0.24% | 103 |
|
|
2015
Q2 | $6.09M | Buy |
27,102
+821
| +3% | +$185K | 0.2% | 128 |
|
|
2015
Q1 | $5.95M | Buy |
26,281
+6,878
| +35% | +$1.56M | 0.19% | 133 |
|
|
2014
Q4 | $4.03M | Buy |
+19,403
| New | +$4.03M | 0.13% | 161 |
|