Wealth Enhancement Advisory Services’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $134M | Buy |
185,788
+2,530
| +1% | +$1.82M | 0.22% | 86 |
|
|
2025
Q1 | $123M | Buy |
183,258
+7,556
| +4% | +$5.09M | 0.24% | 81 |
|
|
2024
Q4 | $100M | Sell |
175,702
-3,909
| -2% | -$2.23M | 0.19% | 104 |
|
|
2024
Q3 | $88.8M | Buy |
179,611
+11,586
| +7% | +$5.73M | 0.19% | 112 |
|
|
2024
Q2 | $98.1M | Sell |
168,025
-13,993
| -8% | -$8.17M | 0.23% | 86 |
|
|
2024
Q1 | $97.7M | Sell |
182,018
-8,302
| -4% | -$4.46M | 0.25% | 88 |
|
|
2023
Q4 | $88.1M | Sell |
190,320
-17,106
| -8% | -$7.92M | 0.26% | 87 |
|
|
2023
Q3 | $90.2M | Buy |
+207,426
| New | +$90.2M | 0.3% | 73 |
|
|
2023
Q2 | – | Sell |
-5,440
| Closed | -$1.94M | – | 551 |
|
|
2023
Q1 | $1.94M | Buy |
5,440
+500
| +10% | +$178K | 0.02% | 230 |
|
|
2022
Q4 | $1.87M | Buy |
+4,940
| New | +$1.87M | 0.02% | 179 |
|
|
2020
Q2 | – | Sell |
-9,001
| Closed | -$1.26M | – | 240 |
|
|
2020
Q1 | $1.26M | Buy |
+9,001
| New | +$1.26M | 0.05% | 152 |
|
|
2016
Q4 | – | Sell |
-6,182
| Closed | -$1.02M | – | 164 |
|
|
2016
Q3 | $1.02M | Buy |
+6,182
| New | +$1.02M | 0.15% | 83 |
|