Waverly Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Buy |
3,608
+41
| +1% | +$30K | 0.03% | 434 |
|
|
2025
Q1 | $2.4M | Buy |
3,567
+1,292
| +57% | +$869K | 0.03% | 441 |
|
|
2024
Q4 | $1.3M | Buy |
2,275
+345
| +18% | +$197K | 0.02% | 465 |
|
|
2024
Q3 | $954K | Sell |
1,930
-194
| -9% | -$95.9K | 0.02% | 455 |
|
|
2024
Q2 | $1.24M | Buy |
2,124
+1,366
| +180% | +$798K | 0.02% | 399 |
|
|
2024
Q1 | $407K | Buy |
+758
| New | +$407K | 0.01% | 516 |
|
|
2018
Q1 | – | Sell |
-6,712
| Closed | -$1.05M | – | 291 |
|
|
2017
Q4 | $1.05M | Buy |
6,712
+202
| +3% | +$31.5K | 0.15% | 95 |
|
|
2017
Q3 | $1M | Hold |
6,510
| – | – | 0.22% | 83 |
|
|
2017
Q2 | $1.07M | Sell |
6,510
-18
| -0.3% | -$2.96K | 0.27% | 70 |
|
|
2017
Q1 | $968K | Buy |
+6,528
| New | +$968K | 0.26% | 72 |
|
|
2014
Q4 | – | Sell |
-492
| Closed | -$96K | – | 566 |
|
|
2014
Q3 | $96K | Hold |
492
| – | – | 0.05% | 145 |
|
|
2014
Q2 | $92K | Hold |
492
| – | – | 0.04% | 157 |
|
|
2014
Q1 | $87K | Sell |
492
-115
| -19% | -$20.3K | 0.04% | 161 |
|
|
2013
Q4 | $98K | Buy |
607
+504
| +489% | +$81.4K | 0.03% | 236 |
|
|
2013
Q3 | $13K | Buy |
+103
| New | +$13K | 0.01% | 415 |
|