WBI Investments’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
2,209
-1,354
| -38% | -$992K | 0.42% | 62 |
|
|
2025
Q1 | $2.4M | Buy |
+3,563
| New | +$2.4M | 0.63% | 44 |
|
|
2024
Q4 | – | Sell |
-1,609
| Closed | -$796K | – | 255 |
|
|
2024
Q3 | $796K | Buy |
+1,609
| New | +$796K | 0.19% | 126 |
|
|
2024
Q1 | – | Sell |
-2,099
| Closed | -$972K | – | 218 |
|
|
2023
Q4 | $972K | Sell |
2,099
-5,337
| -72% | -$2.47M | 0.19% | 113 |
|
|
2023
Q3 | $3.23M | Buy |
7,436
+2,559
| +52% | +$1.11M | 0.65% | 36 |
|
|
2023
Q2 | $2.08M | Buy |
4,877
+775
| +19% | +$331K | 0.38% | 75 |
|
|
2023
Q1 | $1.46M | Buy |
+4,102
| New | +$1.46M | 0.29% | 93 |
|
|
2019
Q4 | – | Sell |
-12,604
| Closed | -$1.72M | – | 229 |
|
|
2019
Q3 | $1.72M | Buy |
+12,604
| New | +$1.72M | 0.16% | 105 |
|