Venturi Wealth Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.83M | Sell |
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|
2025
Q2 | $2.11M | Buy |
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|
2025
Q1 | $1.85M | Buy |
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|
2024
Q4 | $1.5M | Buy |
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $2.33M | Buy |
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|
2024
Q1 | $1.63M | Sell |
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|
2023
Q4 | $1.45M | Sell |
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|
2023
Q3 | $1.48M | Sell |
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|
2023
Q2 | $1.5M | Sell |
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|
2023
Q1 | $1.4M | Sell |
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|
2022
Q4 | $1.67M | Buy |
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|
2022
Q3 | $1.21M | Sell |
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|
2022
Q2 | $1.18M | Sell |
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|
2022
Q1 | $1.15M | Sell |
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|
2021
Q4 | $945K | Hold |
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|
2021
Q3 | $758K | Buy |
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|
2021
Q2 | $603K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $366K | Buy |
|