Westside Investment Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $171K | Buy |
234
+29
| +14% | +$21.2K | 0.03% | 271 |
|
|
2025
Q1 | $138K | Hold |
205
| – | – | 0.03% | 271 |
|
|
2024
Q4 | $117K | Hold |
205
| – | – | 0.02% | 289 |
|
|
2024
Q3 | $111K | Hold |
205
| – | – | 0.02% | 306 |
|
|
2024
Q2 | $115K | Buy |
205
+5
| +3% | +$2.81K | 0.03% | 290 |
|
|
2024
Q1 | $107K | Hold |
200
| – | – | 0.03% | 286 |
|
|
2023
Q4 | $92.6K | Hold |
200
| – | – | 0.02% | 287 |
|
|
2023
Q3 | $87K | Hold |
200
| – | – | 0.03% | 288 |
|
|
2023
Q2 | $85.5K | Hold |
200
| – | – | 0.02% | 287 |
|
|
2023
Q1 | $73.1K | Hold |
200
| – | – | 0.02% | 309 |
|
|
2022
Q4 | $37.5K | Hold |
200
| – | – | 0.09% | 138 |
|
|
2022
Q3 | $34K | Hold |
200
| – | – | 0.08% | 149 |
|
|
2022
Q2 | $32.7K | Hold |
200
| – | – | 0.07% | 146 |
|
|
2022
Q1 | $30.6K | Hold |
200
| – | – | 0.07% | 147 |
|
|
2021
Q4 | $24.9K | Hold |
200
| – | – | 0.06% | 148 |
|
|
2021
Q3 | $20K | Hold |
200
| – | – | 0.05% | 159 |
|
|
2021
Q2 | $19.1K | Hold |
200
| – | – | 0.04% | 159 |
|
|
2021
Q1 | $19.5K | Hold |
200
| – | – | 0.05% | 147 |
|
|
2020
Q4 | $17.4K | Hold |
200
| – | – | 0.05% | 136 |
|
|
2020
Q3 | $14.9K | Hold |
200
| – | – | 0.01% | 142 |
|
|
2020
Q2 | $15.4K | Buy |
200
+100
| +100% | +$7.68K | 0.01% | 124 |
|
|
2020
Q1 | $13 | Buy |
+100
| New | +$13 | ﹤0.01% | 435 |
|
|
2019
Q2 | $13 | Buy |
+100
| New | +$13 | ﹤0.01% | 443 |
|
|
2018
Q4 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 451 |
|
|
2018
Q3 | – | Sell |
-100
| Closed | -$13.5K | – | 795 |
|
|
2018
Q2 | $13.5K | Hold |
100
| – | – | ﹤0.01% | 494 |
|
|
2018
Q1 | $14K | Hold |
100
| – | – | 0.01% | 458 |
|
|
2017
Q4 | $15.9K | Hold |
100
| – | – | 0.01% | 460 |
|
|
2017
Q3 | $14.8K | Sell |
100
-80
| -44% | -$11.9K | 0.01% | 460 |
|
|
2017
Q2 | $29.6K | Hold |
180
| – | – | 0.02% | 327 |
|
|
2017
Q1 | $26.1K | Buy |
180
+107
| +147% | +$15.5K | 0.01% | 322 |
|
|
2016
Q4 | $10.5K | Buy |
+73
| New | +$10.5K | 0.01% | 383 |
|