WPA
West Paces Advisors’s McKesson MCK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $371K | Sell |
506
-44
| -8% | -$32.2K | 0.08% | 107 |
|
2025
Q1 | $370K | Hold |
550
| – | – | 0.08% | 104 |
|
2024
Q4 | $313K | Hold |
550
| – | – | 0.08% | 110 |
|
2024
Q3 | $272K | Sell |
550
-10
| -2% | -$4.94K | 0.07% | 115 |
|
2024
Q2 | $327K | Sell |
560
-95
| -15% | -$55.5K | 0.09% | 104 |
|
2024
Q1 | $352K | Buy |
655
+15
| +2% | +$8.05K | 0.09% | 102 |
|
2023
Q4 | $296K | Buy |
640
+2
| +0.3% | +$926 | 0.08% | 103 |
|
2023
Q3 | $277K | Hold |
638
| – | – | 0.09% | 102 |
|
2023
Q2 | $273K | Hold |
638
| – | – | 0.08% | 107 |
|
2023
Q1 | $227K | Buy |
638
+4
| +0.6% | +$1.42K | 0.07% | 116 |
|
2022
Q4 | $238K | Hold |
634
| – | – | 0.08% | 109 |
|
2022
Q3 | $215K | Sell |
634
-13
| -2% | -$4.42K | 0.08% | 113 |
|
2022
Q2 | $211K | Buy |
647
+584
| +927% | +$191K | 0.07% | 119 |
|
2022
Q1 | $19.3K | Sell |
63
-12
| -16% | -$3.67K | 0.01% | 318 |
|
2021
Q4 | $18.6K | Sell |
75
-25
| -25% | -$6.21K | 0.01% | 321 |
|
2021
Q3 | $19.9K | Hold |
100
| – | – | 0.01% | 293 |
|
2021
Q2 | $19.1K | Buy |
100
+12
| +14% | +$2.3K | 0.01% | 295 |
|
2021
Q1 | $17.2K | Hold |
88
| – | – | 0.01% | 281 |
|
2020
Q4 | $15.3K | Hold |
88
| – | – | 0.01% | 272 |
|
2020
Q3 | $13.1K | Hold |
88
| – | – | 0.01% | 272 |
|
2020
Q2 | $13.5K | Hold |
88
| – | – | 0.01% | 283 |
|
2020
Q1 | $11.9K | Sell |
88
-38
| -30% | -$5.14K | 0.01% | 283 |
|
2019
Q4 | $17.4K | Sell |
126
-50
| -28% | -$6.92K | 0.01% | 293 |
|
2019
Q3 | $24.1K | Hold |
176
| – | – | 0.01% | 243 |
|
2019
Q2 | $23.7K | Hold |
176
| – | – | 0.01% | 234 |
|
2019
Q1 | $20.6K | Buy |
176
+50
| +40% | +$5.85K | 0.01% | 248 |
|
2018
Q4 | $13.9K | Sell |
126
-296
| -70% | -$32.7K | 0.01% | 283 |
|
2018
Q3 | $56K | Hold |
422
| – | – | 0.04% | 170 |
|
2018
Q2 | $56.3K | Hold |
422
| – | – | 0.04% | 165 |
|
2018
Q1 | $59.4K | Hold |
422
| – | – | 0.04% | 159 |
|
2017
Q4 | $65.8K | Hold |
422
| – | – | 0.05% | 164 |
|
2017
Q3 | $64.8K | Hold |
422
| – | – | 0.05% | 160 |
|
2017
Q2 | $69.4K | Hold |
422
| – | – | 0.06% | 150 |
|
2017
Q1 | $62.6K | Hold |
422
| – | – | 0.05% | 160 |
|
2016
Q4 | $59.3K | Buy |
+422
| New | +$59.3K | 0.06% | 170 |
|