Trilogy Capital’s McKesson MCK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$471K Sell
643
-374
-37% -$274K 0.02% 241
2025
Q1
$684K Sell
1,017
-2
-0.2% -$1.35K 0.04% 194
2024
Q4
$581K Sell
1,019
-21
-2% -$12K 0.03% 213
2024
Q3
$514K Sell
1,040
-18
-2% -$8.9K 0.03% 220
2024
Q2
$618K Buy
1,058
+536
+103% +$313K 0.03% 202
2024
Q1
$280K Buy
+522
New +$280K 0.02% 263
2020
Q1
Sell
-1,705
Closed -$235K 130
2019
Q4
$235K Sell
1,705
-351
-17% -$48.4K 0.02% 107
2019
Q3
$269K Sell
2,056
-240
-10% -$31.4K 0.03% 101
2019
Q2
$324K Buy
+2,296
New +$324K 0.04% 97
2019
Q1
Sell
-1,904
Closed -$210K 149
2018
Q4
$210K Sell
1,904
-313
-14% -$34.5K 0.03% 119
2018
Q3
$294K Sell
2,217
-313
-12% -$41.5K 0.04% 114
2018
Q2
$337K Sell
2,530
-348
-12% -$46.4K 0.05% 95
2018
Q1
$405K Buy
+2,878
New +$405K 0.06% 89