Transform Wealth’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $16.1M | Buy |
23,919
+91
| +0.4% | +$61.3K | 0.98% | 23 |
|
|
2024
Q4 | $13.6M | Buy |
23,828
+2,798
| +13% | +$1.6M | 0.75% | 32 |
|
|
2024
Q3 | $10.4M | Buy |
21,030
+552
| +3% | +$273K | 0.69% | 40 |
|
|
2024
Q2 | $12M | Buy |
20,478
+652
| +3% | +$381K | 0.9% | 29 |
|
|
2024
Q1 | $10.7M | Buy |
19,826
+513
| +3% | +$276K | 1.01% | 31 |
|
|
2023
Q4 | $8.95M | Buy |
19,313
+465
| +2% | +$216K | 0.87% | 32 |
|
|
2023
Q3 | $8.21M | Buy |
18,848
+636
| +3% | +$277K | 0.87% | 31 |
|
|
2023
Q2 | $7.79M | Buy |
18,212
+4,693
| +35% | +$2.01M | 0.7% | 46 |
|
|
2023
Q1 | $4.82M | Sell |
13,519
-189
| -1% | -$67.4K | 0.45% | 74 |
|
|
2022
Q4 | $5.15M | Buy |
13,708
+446
| +3% | +$168K | 0.58% | 60 |
|
|
2022
Q3 | $4.51M | Buy |
+13,262
| New | +$4.51M | 0.59% | 59 |
|
|
2018
Q2 | – | Sell |
-2,125
| Closed | -$299K | – | 224 |
|
|
2018
Q1 | $299K | Sell |
2,125
-100
| -4% | -$14.1K | 0.06% | 201 |
|
|
2017
Q4 | $347K | Sell |
2,225
-238
| -10% | -$37.1K | 0.06% | 208 |
|
|
2017
Q3 | $378K | Buy |
+2,463
| New | +$378K | 0.13% | 165 |
|
|
2017
Q2 | – | Sell |
-2,425
| Closed | -$360K | – | 105 |
|
|
2017
Q1 | $360K | Hold |
2,425
| – | – | 0.13% | 169 |
|
|
2016
Q4 | $341K | Buy |
2,425
+600
| +33% | +$84.4K | 0.14% | 169 |
|
|
2016
Q3 | $304K | Sell |
1,825
-600
| -25% | -$99.9K | 0.13% | 173 |
|
|
2016
Q2 | $453K | Buy |
+2,425
| New | +$453K | 0.19% | 145 |
|