Western Financial Corp’s McKesson MCK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$882K Sell
1,203
-86
-7% -$63K 0.47% 60
2025
Q1
$867K Sell
1,289
-306
-19% -$206K 0.5% 60
2024
Q4
$909K Buy
1,595
+66
+4% +$37.6K 0.5% 50
2024
Q3
$756K Sell
1,529
-79
-5% -$39.1K 0.43% 72
2024
Q2
$939K Sell
1,608
-75
-4% -$43.8K 0.57% 53
2024
Q1
$904K Sell
1,683
-123
-7% -$66K 0.55% 53
2023
Q4
$836K Sell
1,806
-281
-13% -$130K 0.56% 39
2023
Q3
$907K Sell
2,087
-248
-11% -$108K 0.67% 29
2023
Q2
$998K Sell
2,335
-134
-5% -$57.3K 0.68% 26
2023
Q1
$879K Buy
2,469
+10
+0.4% +$3.56K 0.63% 28
2022
Q4
$922K Sell
2,459
-49
-2% -$18.4K 0.6% 32
2022
Q3
$852K Sell
2,508
-259
-9% -$88K 0.6% 31
2022
Q2
$903K Sell
2,767
-123
-4% -$40.1K 0.64% 30
2022
Q1
$885K Buy
+2,890
New +$885K 0.51% 44