Wellington Shields & Co’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Buy |
2,344
+207
| +10% | +$152K | 0.49% | 50 |
|
|
2025
Q1 | $1.44M | Buy |
2,137
+73
| +4% | +$49.1K | 0.45% | 52 |
|
|
2024
Q4 | $1.18M | Sell |
2,064
-289
| -12% | -$165K | 0.36% | 63 |
|
|
2024
Q3 | $1.16M | Buy |
2,353
+183
| +8% | +$90.5K | 0.35% | 69 |
|
|
2024
Q2 | $1.27M | Buy |
2,170
+644
| +42% | +$376K | 0.41% | 56 |
|
|
2024
Q1 | $819K | Buy |
1,526
+907
| +147% | +$487K | 0.27% | 90 |
|
|
2023
Q4 | $287K | Buy |
619
+340
| +122% | +$157K | 0.11% | 171 |
|
|
2023
Q3 | $121K | Buy |
279
+244
| +697% | +$106K | 0.03% | 232 |
|
|
2023
Q2 | $15K | Hold |
35
| – | – | ﹤0.01% | 283 |
|
|
2023
Q1 | $12.5K | Sell |
35
-15
| -30% | -$5.34K | ﹤0.01% | 289 |
|
|
2022
Q4 | $18.8K | Hold |
50
| – | – | ﹤0.01% | 281 |
|
|
2022
Q3 | $17K | Hold |
50
| – | – | 0.01% | 271 |
|
|
2022
Q2 | $16K | Buy |
+50
| New | +$16K | ﹤0.01% | 274 |
|
|
2016
Q3 | – | Sell |
-1,080
| Closed | -$202K | – | 123 |
|
|
2016
Q2 | $202K | Buy |
+1,080
| New | +$202K | 0.13% | 108 |
|
|
2016
Q1 | – | Sell |
-1,077
| Closed | -$212K | – | 113 |
|
|
2015
Q4 | $212K | Buy |
+1,077
| New | +$212K | 0.14% | 94 |
|
|
2015
Q3 | – | Sell |
-1,075
| Closed | -$242K | – | 103 |
|
|
2015
Q2 | $242K | Hold |
1,075
| – | – | 0.08% | 85 |
|
|
2015
Q1 | $243K | Hold |
1,075
| – | – | 0.14% | 84 |
|
|
2014
Q4 | $223K | Buy |
+1,075
| New | +$223K | 0.13% | 95 |
|