Transatlantique Private 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 | $2.38M | Sell |
3,242
-66
| -2% | -$48.4K | 0.87% | 28 |
|
|
2025
Q1 | $2.23M | Buy |
3,308
+163
| +5% | +$110K | 0.89% | 27 |
|
|
2024
Q4 | $1.79M | Buy |
3,145
+776
| +33% | +$442K | 0.68% | 33 |
|
|
2024
Q3 | $1.17M | Buy |
2,369
+251
| +12% | +$124K | 0.45% | 62 |
|
|
2024
Q2 | $1.24M | Buy |
2,118
+30
| +1% | +$17.5K | 0.5% | 53 |
|
|
2024
Q1 | $1.12M | Hold |
2,088
| – | – | 0.49% | 66 |
|
|
2023
Q4 | $967K | Buy |
2,088
+161
| +8% | +$74.5K | 0.45% | 71 |
|
|
2023
Q3 | $838K | Hold |
1,927
| – | – | 0.45% | 78 |
|
|
2023
Q2 | $823K | Sell |
1,927
-33
| -2% | -$14.1K | 0.43% | 79 |
|
|
2023
Q1 | $698K | Buy |
1,960
+165
| +9% | +$58.7K | 0.39% | 87 |
|
|
2022
Q4 | $673K | Sell |
1,795
-128
| -7% | -$48K | 0.4% | 80 |
|
|
2022
Q3 | $654K | Buy |
1,923
+242
| +14% | +$82.3K | 0.44% | 73 |
|
|
2022
Q2 | $548K | Buy |
+1,681
| New | +$548K | 0.38% | 98 |
|