WAM
Weatherly Asset Management’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.05M | Sell |
6,882
-23
| -0.3% | -$16.9K | 0.43% | 43 |
|
|
2025
Q1 | $4.65M | Hold |
6,905
| – | – | 0.42% | 42 |
|
|
2024
Q4 | $3.94M | Hold |
6,905
| – | – | 0.35% | 49 |
|
|
2024
Q3 | $3.42M | Hold |
6,905
| – | – | 0.3% | 54 |
|
|
2024
Q2 | $4.04M | Sell |
6,905
-23
| -0.3% | -$13.4K | 0.37% | 46 |
|
|
2024
Q1 | $3.72M | Sell |
6,928
-100
| -1% | -$53.7K | 0.36% | 49 |
|
|
2023
Q4 | $3.26M | Sell |
7,028
-293
| -4% | -$136K | 0.35% | 55 |
|
|
2023
Q3 | $3.19M | Sell |
7,321
-140
| -2% | -$61K | 0.38% | 52 |
|
|
2023
Q2 | $3.19M | Sell |
7,461
-58
| -0.8% | -$24.8K | 0.37% | 51 |
|
|
2023
Q1 | $2.68M | Sell |
7,519
-90
| -1% | -$32.1K | 0.35% | 61 |
|
|
2022
Q4 | $2.86M | Sell |
7,609
-25
| -0.3% | -$9.39K | 0.39% | 50 |
|
|
2022
Q3 | $2.6M | Sell |
7,634
-10
| -0.1% | -$3.41K | 0.37% | 54 |
|
|
2022
Q2 | $2.5M | Sell |
7,644
-371
| -5% | -$121K | 0.35% | 58 |
|
|
2022
Q1 | $2.45M | Hold |
8,015
| – | – | 0.29% | 68 |
|
|
2021
Q4 | $1.99M | Hold |
8,015
| – | – | 0.22% | 79 |
|
|
2021
Q3 | $1.6M | Sell |
8,015
-75
| -0.9% | -$15K | 0.19% | 86 |
|
|
2021
Q2 | $1.55M | Sell |
8,090
-125
| -2% | -$23.9K | 0.2% | 88 |
|
|
2021
Q1 | $1.6M | Sell |
8,215
-50
| -0.6% | -$9.75K | 0.22% | 82 |
|
|
2020
Q4 | $1.44M | Hold |
8,265
| – | – | 0.21% | 84 |
|
|
2020
Q3 | $1.23M | Sell |
8,265
-25
| -0.3% | -$3.72K | 0.2% | 83 |
|
|
2020
Q2 | $1.27M | Hold |
8,290
| – | – | 0.22% | 78 |
|
|
2020
Q1 | $1.12M | Sell |
8,290
-369
| -4% | -$49.9K | 0.25% | 73 |
|
|
2019
Q4 | $1.2M | Sell |
8,659
-480
| -5% | -$66.4K | 0.23% | 86 |
|
|
2019
Q3 | $1.25M | Sell |
9,139
-1,834
| -17% | -$251K | 0.27% | 82 |
|
|
2019
Q2 | $1.48M | Sell |
10,973
-156
| -1% | -$21K | 0.29% | 73 |
|
|
2019
Q1 | $1.3M | Sell |
11,129
-881
| -7% | -$103K | 0.27% | 79 |
|
|
2018
Q4 | $1.33M | Sell |
12,010
-290
| -2% | -$32K | 0.31% | 71 |
|
|
2018
Q3 | $1.63M | Hold |
12,300
| – | – | 0.33% | 69 |
|
|
2018
Q2 | $1.64M | Sell |
12,300
-369
| -3% | -$49.2K | 0.38% | 66 |
|
|
2018
Q1 | $1.79M | Sell |
12,669
-47
| -0.4% | -$6.62K | 0.42% | 58 |
|
|
2017
Q4 | $1.98M | Buy |
12,716
+1,873
| +17% | +$292K | 0.48% | 54 |
|
|
2017
Q3 | $1.67M | Sell |
10,843
-150
| -1% | -$23K | 0.44% | 61 |
|
|
2017
Q2 | $1.81M | Sell |
10,993
-150
| -1% | -$24.7K | 0.51% | 49 |
|
|
2017
Q1 | $1.65M | Sell |
11,143
-105
| -0.9% | -$15.6K | 0.49% | 48 |
|
|
2016
Q4 | $1.58M | Sell |
11,248
-91
| -0.8% | -$12.8K | 0.5% | 52 |
|
|
2016
Q3 | $1.89M | Sell |
11,339
-83
| -0.7% | -$13.8K | 0.63% | 45 |
|
|
2016
Q2 | $2.13M | Sell |
11,422
-3,914
| -26% | -$731K | 0.7% | 38 |
|
|
2016
Q1 | $2.41M | Sell |
15,336
-25
| -0.2% | -$3.93K | 0.83% | 31 |
|
|
2015
Q4 | $3.03M | Sell |
15,361
-2
| -0% | -$394 | 1.07% | 23 |
|
|
2015
Q3 | $2.84M | Sell |
15,363
-140
| -0.9% | -$25.9K | 1.15% | 21 |
|
|
2015
Q2 | $3.49M | Sell |
15,503
-75
| -0.5% | -$16.9K | 1.33% | 20 |
|
|
2015
Q1 | $3.52M | Sell |
15,578
-98
| -0.6% | -$22.2K | 1.41% | 19 |
|
|
2014
Q4 | $3.25M | Sell |
15,676
-151
| -1% | -$31.3K | 1.37% | 20 |
|
|
2014
Q3 | $3.08M | Buy |
15,827
+1
| +0% | +$195 | 1.33% | 18 |
|
|
2014
Q2 | $2.95M | Sell |
15,826
-280
| -2% | -$52.1K | 1.23% | 20 |
|
|
2014
Q1 | $2.84M | Sell |
16,106
-300
| -2% | -$53K | 1.32% | 22 |
|
|
2013
Q4 | $2.65M | Sell |
16,406
-28,562
| -64% | -$4.61M | 1.26% | 24 |
|
|
2013
Q3 | $5.77M | Buy |
44,968
+465
| +1% | +$59.7K | 2.93% | 5 |
|
|
2013
Q2 | $5.1M | Buy |
+44,503
| New | +$5.1M | 2.81% | 5 |
|