Vertex Planning Partners’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Buy |
482
+4
| +0.8% | +$2.93K | 0.07% | 136 |
|
|
2025
Q1 | $322K | Buy |
478
+1
| +0.2% | +$673 | 0.07% | 138 |
|
|
2024
Q4 | $272K | Sell |
477
-6
| -1% | -$3.42K | 0.06% | 152 |
|
|
2024
Q3 | $239K | Buy |
483
+2
| +0.4% | +$989 | 0.06% | 149 |
|
|
2024
Q2 | $281K | Sell |
481
-11
| -2% | -$6.42K | 0.07% | 128 |
|
|
2024
Q1 | $264K | Sell |
492
-59
| -11% | -$31.7K | 0.07% | 133 |
|
|
2023
Q4 | $255K | Buy |
551
+50
| +10% | +$23.1K | 0.08% | 133 |
|
|
2023
Q3 | $218K | Sell |
501
-11
| -2% | -$4.78K | 0.08% | 128 |
|
|
2023
Q2 | $219K | Buy |
+512
| New | +$219K | 0.07% | 129 |
|