WealthPLAN 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 | $2.04M | Buy |
2,778
+283
| +11% | +$207K | 0.33% | 94 |
|
|
2025
Q1 | $1.68M | Buy |
2,495
+1,065
| +74% | +$717K | 0.24% | 97 |
|
|
2024
Q4 | $815K | Buy |
1,430
+9
| +0.6% | +$5.13K | 0.12% | 133 |
|
|
2024
Q3 | $702K | Buy |
1,421
+58
| +4% | +$28.7K | 0.09% | 149 |
|
|
2024
Q2 | $796K | Buy |
1,363
+259
| +23% | +$151K | 0.09% | 157 |
|
|
2024
Q1 | $593K | Buy |
1,104
+10
| +0.9% | +$5.37K | 0.06% | 190 |
|
|
2023
Q4 | $506K | Sell |
1,094
-122
| -10% | -$56.5K | 0.05% | 217 |
|
|
2023
Q3 | $529K | Buy |
1,216
+806
| +197% | +$351K | 0.06% | 193 |
|
|
2023
Q2 | $175K | Buy |
410
+39
| +11% | +$16.7K | 0.02% | 311 |
|
|
2023
Q1 | $132K | Buy |
+371
| New | +$132K | 0.02% | 370 |
|
|
2016
Q3 | $32.6K | Sell |
197
-197
| -50% | -$32.6K | 0.01% | 402 |
|
|
2016
Q2 | $36.8K | Buy |
+394
| New | +$36.8K | ﹤0.01% | 1069 |
|
|
2015
Q4 | $1.58K | Buy |
+24
| New | +$1.58K | ﹤0.01% | 1505 |
|
|
2015
Q2 | $5K | Sell |
21
-5
| -19% | -$1.19K | ﹤0.01% | 344 |
|
|
2015
Q1 | $5K | Buy |
+26
| New | +$5K | ﹤0.01% | 422 |
|