Wealthspire Advisors (New York)’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $960K | Buy |
1,310
+56
| +4% | +$41K | 0.01% | 396 |
|
|
2025
Q1 | $844K | Sell |
1,254
-4
| -0.3% | -$2.69K | 0.01% | 417 |
|
|
2024
Q4 | $717K | Sell |
1,258
-325
| -21% | -$185K | 0.01% | 434 |
|
|
2024
Q3 | $783K | Sell |
1,583
-40
| -2% | -$19.8K | 0.01% | 411 |
|
|
2024
Q2 | $948K | Buy |
1,623
+133
| +9% | +$77.7K | 0.01% | 320 |
|
|
2024
Q1 | $800K | Sell |
1,490
-114
| -7% | -$61.2K | 0.01% | 345 |
|
|
2023
Q4 | $742K | Buy |
1,604
+463
| +41% | +$214K | 0.01% | 361 |
|
|
2023
Q3 | $496K | Buy |
1,141
+293
| +35% | +$127K | 0.01% | 396 |
|
|
2023
Q2 | $362K | Buy |
+848
| New | +$362K | 0.01% | 425 |
|
|
2023
Q1 | – | Sell |
-740
| Closed | -$278K | – | 572 |
|
|
2022
Q4 | $278K | Buy |
+740
| New | +$278K | 0.01% | 470 |
|
|
2022
Q1 | – | Sell |
-1,134
| Closed | -$282K | – | 502 |
|
|
2021
Q4 | $282K | Buy |
+1,134
| New | +$282K | 0.01% | 431 |
|
|
2021
Q2 | – | Sell |
-2,055
| Closed | -$401K | – | 546 |
|
|
2021
Q1 | $401K | Buy |
2,055
+174
| +9% | +$34K | 0.01% | 460 |
|
|
2020
Q4 | $327K | Buy |
+1,881
| New | +$327K | 0.01% | 414 |
|
|
2020
Q3 | – | Sell |
-1,445
| Closed | -$222K | – | 337 |
|
|
2020
Q2 | $222K | Sell |
1,445
-1,036
| -42% | -$159K | 0.02% | 244 |
|
|
2020
Q1 | $336K | Buy |
+2,481
| New | +$336K | 0.01% | 358 |
|
|
2019
Q1 | – | Sell |
-187
| Closed | -$21K | – | 494 |
|
|
2018
Q4 | $21K | Buy |
+187
| New | +$21K | ﹤0.01% | 330 |
|