Wealthcare Advisory Partners’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.37M | Sell |
1,868
-8
| -0.4% | -$5.86K | 0.03% | 415 |
|
2025
Q1 | $1.26M | Sell |
1,876
-129
| -6% | -$86.8K | 0.03% | 395 |
|
2024
Q4 | $1.14M | Buy |
2,005
+15
| +0.8% | +$8.55K | 0.03% | 390 |
|
2024
Q3 | $984K | Sell |
1,990
-128
| -6% | -$63.3K | 0.03% | 424 |
|
2024
Q2 | $1.24M | Buy |
2,118
+692
| +49% | +$404K | 0.04% | 330 |
|
2024
Q1 | $766K | Buy |
1,426
+433
| +44% | +$232K | 0.03% | 448 |
|
2023
Q4 | $460K | Sell |
993
-1
| -0.1% | -$463 | 0.02% | 501 |
|
2023
Q3 | $432K | Buy |
994
+14
| +1% | +$6.09K | 0.02% | 470 |
|
2023
Q2 | $419K | Sell |
980
-44
| -4% | -$18.8K | 0.02% | 483 |
|
2023
Q1 | $365K | Buy |
1,024
+72
| +8% | +$25.6K | 0.02% | 535 |
|
2022
Q4 | $357K | Buy |
952
+41
| +5% | +$15.4K | 0.02% | 497 |
|
2022
Q3 | $310K | Sell |
911
-60
| -6% | -$20.4K | 0.02% | 475 |
|
2022
Q2 | $317K | Buy |
971
+86
| +10% | +$28.1K | 0.02% | 416 |
|
2022
Q1 | $271K | Buy |
+885
| New | +$271K | 0.02% | 447 |
|
2021
Q2 | – | Sell |
-760
| Closed | -$148K | – | 1310 |
|
2021
Q1 | $148K | Buy |
+760
| New | +$148K | 0.01% | 555 |
|
2020
Q2 | – | Sell |
-524
| Closed | -$71K | – | 938 |
|
2020
Q1 | $71K | Sell |
524
-392
| -43% | -$53.1K | 0.01% | 440 |
|
2019
Q4 | $127K | Buy |
916
+111
| +14% | +$15.4K | 0.02% | 360 |
|
2019
Q3 | $110K | Hold |
805
| – | – | 0.02% | 357 |
|
2019
Q2 | $108K | Hold |
805
| – | – | 0.02% | 363 |
|
2019
Q1 | $94K | Sell |
805
-249
| -24% | -$29.1K | 0.02% | 345 |
|
2018
Q4 | $116K | Hold |
1,054
| – | – | 0.02% | 283 |
|
2018
Q3 | $140K | Sell |
1,054
-160
| -13% | -$21.3K | 0.03% | 272 |
|
2018
Q2 | $162K | Buy |
1,214
+160
| +15% | +$21.4K | 0.03% | 247 |
|
2018
Q1 | $148K | Sell |
1,054
-4
| -0.4% | -$562 | 0.03% | 228 |
|
2017
Q4 | $165K | Buy |
1,058
+48
| +5% | +$7.49K | 0.04% | 196 |
|
2017
Q3 | $155K | Buy |
+1,010
| New | +$155K | 0.05% | 163 |
|