Waverly Advisors’s McKesson MCK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.64M Buy
2025
Q1
$2.4M Buy
2024
Q4
$1.3M Buy
2024
Q3
$954K Sell
2024
Q2
$1.24M Buy
2024
Q1
$407K Buy
2018
Q1
Sell
2017
Q4
$1.05M Buy
2017
Q3
$1M Hold
2017
Q2
$1.07M Sell
2017
Q1
$968K Buy
2014
Q4
Sell
2014
Q3
$96K Hold
2014
Q2
$92K Hold
2014
Q1
$87K Sell
2013
Q4
$98K Buy
2013
Q3
$13K Buy