TAM
Trust Asset Management’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Hold |
1,471
| – | – | 0.08% | 88 |
|
|
2025
Q1 | $990K | Sell |
1,471
-117
| -7% | -$78.7K | 0.08% | 86 |
|
|
2024
Q4 | $905K | Hold |
1,588
| – | – | 0.07% | 95 |
|
|
2024
Q3 | $785K | Hold |
1,588
| – | – | 0.06% | 105 |
|
|
2024
Q2 | $927K | Hold |
1,588
| – | – | 0.08% | 91 |
|
|
2024
Q1 | $853K | Hold |
1,588
| – | – | 0.07% | 93 |
|
|
2023
Q4 | $735K | Hold |
1,588
| – | – | 0.07% | 93 |
|
|
2023
Q3 | $691K | Hold |
1,588
| – | – | 0.07% | 96 |
|
|
2023
Q2 | $679K | Hold |
1,588
| – | – | 0.07% | 99 |
|
|
2023
Q1 | $565K | Sell |
1,588
-64
| -4% | -$22.8K | 0.06% | 102 |
|
|
2022
Q4 | $620K | Hold |
1,652
| – | – | 0.08% | 101 |
|
|
2022
Q3 | $561K | Buy |
1,652
+84
| +5% | +$28.5K | 0.08% | 100 |
|
|
2022
Q2 | $511K | Buy |
1,568
+8
| +0.5% | +$2.61K | 0.07% | 104 |
|
|
2022
Q1 | $478K | Buy |
1,560
+15
| +1% | +$4.6K | 0.06% | 116 |
|
|
2021
Q4 | $384K | Hold |
1,545
| – | – | 0.05% | 147 |
|
|
2021
Q3 | $308K | Buy |
1,545
+100
| +7% | +$19.9K | 0.04% | 158 |
|
|
2021
Q2 | $276K | Buy |
1,445
+148
| +11% | +$28.3K | 0.04% | 159 |
|
|
2021
Q1 | $253K | Buy |
+1,297
| New | +$253K | 0.03% | 157 |
|