Venturi Wealth Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Buy |
2,879
+137
| +5% | +$100K | 0.1% | 115 |
|
|
2025
Q1 | $1.85M | Buy |
2,742
+110
| +4% | +$74K | 0.1% | 127 |
|
|
2024
Q4 | $1.5M | Buy |
2,632
+80
| +3% | +$45.6K | 0.07% | 158 |
|
|
2024
Q3 | $1.26M | Sell |
2,552
-1,434
| -36% | -$709K | 0.07% | 164 |
|
|
2024
Q2 | $2.33M | Buy |
3,986
+941
| +31% | +$550K | 0.14% | 93 |
|
|
2024
Q1 | $1.63M | Sell |
3,045
-96
| -3% | -$51.5K | 0.11% | 113 |
|
|
2023
Q4 | $1.45M | Sell |
3,141
-258
| -8% | -$119K | 0.1% | 114 |
|
|
2023
Q3 | $1.48M | Sell |
3,399
-103
| -3% | -$44.8K | 0.12% | 106 |
|
|
2023
Q2 | $1.5M | Sell |
3,502
-422
| -11% | -$180K | 0.12% | 97 |
|
|
2023
Q1 | $1.4M | Sell |
3,924
-522
| -12% | -$186K | 0.11% | 108 |
|
|
2022
Q4 | $1.67M | Buy |
4,446
+903
| +25% | +$339K | 0.15% | 100 |
|
|
2022
Q3 | $1.21M | Sell |
3,543
-61
| -2% | -$20.7K | 0.12% | 109 |
|
|
2022
Q2 | $1.18M | Sell |
3,604
-139
| -4% | -$45.4K | 0.11% | 116 |
|
|
2022
Q1 | $1.15M | Sell |
3,743
-57
| -2% | -$17.5K | 0.09% | 132 |
|
|
2021
Q4 | $945K | Hold |
3,800
| – | – | 0.07% | 176 |
|
|
2021
Q3 | $758K | Buy |
3,800
+647
| +21% | +$129K | 0.06% | 204 |
|
|
2021
Q2 | $603K | Buy |
+3,153
| New | +$603K | 0.05% | 220 |
|
|
2019
Q2 | – | Sell |
-3,081
| Closed | -$366K | – | 252 |
|
|
2019
Q1 | $366K | Buy |
+3,081
| New | +$366K | 0.05% | 183 |
|