Whitney & Co’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Hold |
528
| – | – | 0.04% | 100 |
|
|
2025
Q1 | $355K | Sell |
528
-97
| -16% | -$65.3K | 0.04% | 101 |
|
|
2024
Q4 | $356K | Hold |
625
| – | – | 0.04% | 96 |
|
|
2024
Q3 | $309K | Hold |
625
| – | – | 0.03% | 105 |
|
|
2024
Q2 | $365K | Hold |
625
| – | – | 0.04% | 93 |
|
|
2024
Q1 | $336K | Sell |
625
-50
| -7% | -$26.8K | 0.04% | 104 |
|
|
2023
Q4 | $313K | Hold |
675
| – | – | 0.04% | 104 |
|
|
2023
Q3 | $294K | Sell |
675
-24
| -3% | -$10.4K | 0.04% | 104 |
|
|
2023
Q2 | $299K | Hold |
699
| – | – | 0.04% | 103 |
|
|
2023
Q1 | $249K | Sell |
699
-100
| -13% | -$35.6K | 0.04% | 111 |
|
|
2022
Q4 | $300K | Sell |
799
-26
| -3% | -$9.75K | 0.06% | 104 |
|
|
2022
Q3 | $280K | Hold |
825
| – | – | 0.05% | 110 |
|
|
2022
Q2 | $269K | Sell |
825
-200
| -20% | -$65.2K | 0.05% | 105 |
|
|
2022
Q1 | $314K | Hold |
1,025
| – | – | 0.05% | 111 |
|
|
2021
Q4 | $255K | Sell |
1,025
-100
| -9% | -$24.9K | 0.04% | 122 |
|
|
2021
Q3 | $224K | Sell |
1,125
-200
| -15% | -$39.8K | 0.04% | 123 |
|
|
2021
Q2 | $253K | Sell |
1,325
-150
| -10% | -$28.6K | 0.04% | 115 |
|
|
2021
Q1 | $288K | Hold |
1,475
| – | – | 0.05% | 106 |
|
|
2020
Q4 | $272K | Sell |
1,475
-150
| -9% | -$27.7K | 0.04% | 110 |
|
|
2020
Q3 | $242K | Sell |
1,625
-175
| -10% | -$26.1K | 0.05% | 104 |
|
|
2020
Q2 | $276K | Hold |
1,800
| – | – | 0.06% | 91 |
|
|
2020
Q1 | $243K | Sell |
1,800
-53,090
| -97% | -$7.17M | 0.06% | 89 |
|
|
2019
Q4 | $7.59M | Sell |
54,890
-35
| -0.1% | -$4.84K | 1.51% | 22 |
|
|
2019
Q3 | $7.56M | Buy |
54,925
+210
| +0.4% | +$28.9K | 1.58% | 23 |
|
|
2019
Q2 | $7.35M | Buy |
54,715
+95
| +0.2% | +$12.8K | 1.65% | 19 |
|
|
2019
Q1 | $6.51M | Buy |
+54,620
| New | +$6.51M | 1.47% | 26 |
|
|
2018
Q4 | – | Sell |
-54
| Closed | -$7K | – | 305 |
|
|
2018
Q3 | $7K | Buy |
+54
| New | +$7K | ﹤0.01% | 353 |
|