Tilia Fiduciary 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 | $3.89M | Sell |
5,307
-17
| -0.3% | -$12.5K | 2.37% | 7 |
|
|
2025
Q1 | $3.58M | Buy |
5,324
+122
| +2% | +$82.1K | 2.39% | 6 |
|
|
2024
Q4 | $2.96M | Buy |
5,202
+313
| +6% | +$178K | 2.02% | 9 |
|
|
2024
Q3 | $2.42M | Buy |
4,889
+203
| +4% | +$100K | 1.68% | 21 |
|
|
2024
Q2 | $2.74M | Buy |
4,686
+305
| +7% | +$178K | 2.14% | 9 |
|
|
2024
Q1 | $2.35M | Buy |
4,381
+2,553
| +140% | +$1.37M | 1.91% | 11 |
|
|
2023
Q4 | $846K | Buy |
+1,828
| New | +$846K | 0.79% | 49 |
|
|
2023
Q3 | – | Sell |
-226
| Closed | -$96.4K | – | 313 |
|
|
2023
Q2 | $96.4K | Hold |
226
| – | – | 0.09% | 138 |
|
|
2023
Q1 | $80.3K | Hold |
226
| – | – | 0.08% | 161 |
|
|
2022
Q4 | $84.6K | Sell |
226
-25
| -10% | -$9.36K | 0.08% | 155 |
|
|
2022
Q3 | $88K | Hold |
251
| – | – | 0.09% | 147 |
|
|
2022
Q2 | $82K | Buy |
251
+1
| +0.4% | +$327 | 0.08% | 157 |
|
|
2022
Q1 | $77K | Hold |
250
| – | – | 0.07% | 175 |
|
|
2021
Q4 | $62K | Buy |
+250
| New | +$62K | 0.05% | 200 |
|