Wells Trecaso Financial Group’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.86M | Sell |
10,728
-361
| -3% | -$265K | 2.43% | 14 |
|
|
2025
Q1 | $7.46M | Sell |
11,089
-285
| -3% | -$192K | 2.49% | 14 |
|
|
2024
Q4 | $6.48M | Sell |
11,374
-361
| -3% | -$206K | 2.12% | 16 |
|
|
2024
Q3 | $5.8M | Hold |
11,735
| – | – | 1.91% | 22 |
|
|
2024
Q2 | $6.85M | Sell |
11,735
-20
| -0.2% | -$11.7K | 2.37% | 15 |
|
|
2024
Q1 | $6.31M | Buy |
11,755
+48
| +0.4% | +$25.8K | 2.23% | 18 |
|
|
2023
Q4 | $5.42M | Sell |
11,707
-60
| -0.5% | -$27.8K | 2.18% | 21 |
|
|
2023
Q3 | $5.12M | Sell |
11,767
-50
| -0.4% | -$21.7K | 2.28% | 19 |
|
|
2023
Q2 | $5.05M | Sell |
11,817
-167
| -1% | -$71.4K | 2.17% | 19 |
|
|
2023
Q1 | $4.27M | Sell |
11,984
-852
| -7% | -$303K | 1.98% | 23 |
|
|
2022
Q4 | $4.82M | Sell |
12,836
-629
| -5% | -$236K | 2.4% | 19 |
|
|
2022
Q3 | $4.58M | Sell |
13,465
-653
| -5% | -$222K | 2.51% | 17 |
|
|
2022
Q2 | $4.61M | Sell |
14,118
-386
| -3% | -$126K | 2.39% | 18 |
|
|
2022
Q1 | $4.44M | Sell |
14,504
-35
| -0.2% | -$10.7K | 1.98% | 24 |
|
|
2021
Q4 | $3.61M | Sell |
14,539
-744
| -5% | -$185K | 1.57% | 23 |
|
|
2021
Q3 | $3.05M | Buy |
15,283
+454
| +3% | +$90.5K | 1.45% | 25 |
|
|
2021
Q2 | $2.84M | Buy |
14,829
+144
| +1% | +$27.5K | 1.36% | 25 |
|
|
2021
Q1 | $2.86M | Sell |
14,685
-48
| -0.3% | -$9.36K | 1.51% | 24 |
|
|
2020
Q4 | $2.56M | Buy |
14,733
+35
| +0.2% | +$6.09K | 1.43% | 23 |
|
|
2020
Q3 | $2.19M | Sell |
14,698
-175
| -1% | -$26.1K | 1.4% | 23 |
|
|
2020
Q2 | $2.28M | Buy |
14,873
+160
| +1% | +$24.5K | 1.57% | 23 |
|
|
2020
Q1 | $1.99M | Sell |
14,713
-96
| -0.6% | -$13K | 1.77% | 19 |
|
|
2019
Q4 | $2.05M | Buy |
14,809
+25
| +0.2% | +$3.46K | 1.48% | 20 |
|
|
2019
Q3 | $2.02M | Buy |
14,784
+130
| +0.9% | +$17.8K | 1.61% | 18 |
|
|
2019
Q2 | $1.97M | Sell |
14,654
-425
| -3% | -$57.1K | 1.62% | 19 |
|
|
2019
Q1 | $1.77M | Sell |
15,079
-222
| -1% | -$26K | 1.48% | 21 |
|
|
2018
Q4 | $1.69M | Sell |
15,301
-951
| -6% | -$105K | 1.62% | 21 |
|
|
2018
Q3 | $2.16M | Sell |
16,252
-577
| -3% | -$76.5K | 1.79% | 19 |
|
|
2018
Q2 | $2.25M | Buy |
16,829
+260
| +2% | +$34.7K | 2.1% | 20 |
|
|
2018
Q1 | $2.33M | Buy |
16,569
+2,503
| +18% | +$353K | 2.22% | 19 |
|
|
2017
Q4 | $2.19M | Buy |
+14,066
| New | +$2.19M | 2.15% | 21 |
|