WestEnd Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.4K | Buy |
6
+1
| +20% | +$733 | ﹤0.01% | 107 |
|
2025
Q1 | $3.37K | Buy |
5
+3
| +150% | +$2.02K | ﹤0.01% | 121 |
|
2024
Q4 | $1.14K | Buy |
2
+1
| +100% | +$570 | ﹤0.01% | 125 |
|
2024
Q3 | $494 | Sell |
1
-1
| -50% | -$494 | ﹤0.01% | 173 |
|
2024
Q2 | $1.17K | Hold |
2
| – | – | ﹤0.01% | 112 |
|
2024
Q1 | $1.07K | Hold |
2
| – | – | ﹤0.01% | 109 |
|
2023
Q4 | $926 | Hold |
2
| – | – | ﹤0.01% | 118 |
|
2023
Q3 | $870 | Buy |
+2
| New | +$870 | ﹤0.01% | 119 |
|
2023
Q2 | – | Hold |
0
| – | -$712 | – | 205 |
|
2023
Q1 | – | Sell |
-2
| Closed | -$750 | – | 127 |
|
2022
Q4 | $750 | Hold |
2
| – | – | ﹤0.01% | 118 |
|
2022
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 119 |
|
2022
Q2 | $652 | Buy |
+2
| New | +$652 | ﹤0.01% | 126 |
|
2022
Q1 | – | Sell |
-1
| Closed | -$248 | – | 191 |
|
2021
Q4 | $248 | Buy |
+1
| New | +$248 | ﹤0.01% | 234 |
|
2021
Q3 | – | Hold |
0
| – | -$191K | – | 250 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 257 |
|