Waldron Private Wealth’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,430
| Closed | -$816K | – | 370 |
|
|
2024
Q4 | $816K | Buy |
1,430
+95
| +7% | +$54.2K | 0.03% | 192 |
|
|
2024
Q3 | $661K | Buy |
1,335
+416
| +45% | +$206K | 0.03% | 218 |
|
|
2024
Q2 | $537K | Buy |
919
+1
| +0.1% | +$585 | 0.02% | 221 |
|
|
2024
Q1 | $493K | Buy |
918
+11
| +1% | +$5.91K | 0.02% | 242 |
|
|
2023
Q4 | $420K | Buy |
907
+145
| +19% | +$67.2K | 0.02% | 255 |
|
|
2023
Q3 | $332K | Sell |
762
-3
| -0.4% | -$1.31K | 0.02% | 270 |
|
|
2023
Q2 | $327K | Sell |
765
-414
| -35% | -$177K | 0.02% | 275 |
|
|
2023
Q1 | $420K | Buy |
1,179
+73
| +7% | +$26K | 0.02% | 279 |
|
|
2022
Q4 | $376K | Hold |
1,106
| – | – | 0.02% | 272 |
|
|
2022
Q3 | $376K | Buy |
1,106
+56
| +5% | +$19K | 0.02% | 272 |
|
|
2022
Q2 | $342K | Buy |
1,050
+128
| +14% | +$41.7K | 0.02% | 285 |
|
|
2022
Q1 | $282K | Buy |
922
+19
| +2% | +$5.81K | 0.01% | 328 |
|
|
2021
Q4 | $224K | Buy |
+903
| New | +$224K | 0.01% | 351 |
|