WhitTier Trust Company’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Buy |
19,626
+8,301
| +73% | +$6.08M | 0.33% | 67 |
|
|
2025
Q1 | $7.62M | Buy |
11,325
+703
| +7% | +$473K | 0.19% | 104 |
|
|
2024
Q4 | $6.05M | Buy |
10,622
+116
| +1% | +$66.1K | 0.15% | 129 |
|
|
2024
Q3 | $5.19M | Sell |
10,506
-19
| -0.2% | -$9.39K | 0.13% | 142 |
|
|
2024
Q2 | $6.15M | Buy |
10,525
+42
| +0.4% | +$24.5K | 0.17% | 120 |
|
|
2024
Q1 | $5.63M | Buy |
10,483
+34
| +0.3% | +$18.3K | 0.16% | 128 |
|
|
2023
Q4 | $4.84M | Sell |
10,449
-479
| -4% | -$222K | 0.15% | 141 |
|
|
2023
Q3 | $4.75M | Sell |
10,928
-17
| -0.2% | -$7.39K | 0.17% | 128 |
|
|
2023
Q2 | $4.68M | Buy |
10,945
+13
| +0.1% | +$5.56K | 0.16% | 133 |
|
|
2023
Q1 | $3.89M | Sell |
10,932
-1,039
| -9% | -$370K | 0.14% | 141 |
|
|
2022
Q4 | $4.49M | Buy |
11,971
+20
| +0.2% | +$7.5K | 0.18% | 127 |
|
|
2022
Q3 | $4.06M | Buy |
11,951
+2
| +0% | +$680 | 0.17% | 129 |
|
|
2022
Q2 | $3.9M | Sell |
11,949
-46
| -0.4% | -$15K | 0.16% | 134 |
|
|
2022
Q1 | $3.67M | Hold |
11,995
| – | – | 0.13% | 146 |
|
|
2021
Q4 | $2.98M | Hold |
11,995
| – | – | 0.11% | 164 |
|
|
2021
Q3 | $2.39M | Sell |
11,995
-100
| -0.8% | -$19.9K | 0.1% | 173 |
|
|
2021
Q2 | $2.31M | Hold |
12,095
| – | – | 0.1% | 177 |
|
|
2021
Q1 | $2.36M | Sell |
12,095
-55
| -0.5% | -$10.7K | 0.11% | 160 |
|
|
2020
Q4 | $2.11M | Sell |
12,150
-108
| -0.9% | -$18.8K | 0.11% | 164 |
|
|
2020
Q3 | $1.83M | Sell |
12,258
-96
| -0.8% | -$14.3K | 0.11% | 166 |
|
|
2020
Q2 | $1.9M | Sell |
12,354
-1,129
| -8% | -$173K | 0.12% | 150 |
|
|
2020
Q1 | $1.82M | Sell |
13,483
-275
| -2% | -$37.2K | 0.14% | 139 |
|
|
2019
Q4 | $1.9M | Sell |
13,758
-860
| -6% | -$119K | 0.12% | 151 |
|
|
2019
Q3 | $2M | Sell |
14,618
-886
| -6% | -$121K | 0.14% | 138 |
|
|
2019
Q2 | $2.08M | Sell |
15,504
-46
| -0.3% | -$6.18K | 0.15% | 135 |
|
|
2019
Q1 | $1.82M | Sell |
15,550
-731
| -4% | -$85.6K | 0.13% | 146 |
|
|
2018
Q4 | $1.8M | Sell |
16,281
-1,488
| -8% | -$164K | 0.15% | 139 |
|
|
2018
Q3 | $2.36M | Sell |
17,769
-1,419
| -7% | -$188K | 0.17% | 128 |
|
|
2018
Q2 | $2.56M | Sell |
19,188
-7,198
| -27% | -$960K | 0.2% | 117 |
|
|
2018
Q1 | $3.72M | Sell |
26,386
-2,531
| -9% | -$357K | 0.3% | 87 |
|
|
2017
Q4 | $4.51M | Sell |
28,917
-1,889
| -6% | -$295K | 0.39% | 72 |
|
|
2017
Q3 | $4.73M | Sell |
30,806
-3,875
| -11% | -$595K | 0.44% | 67 |
|
|
2017
Q2 | $5.71M | Buy |
34,681
+315
| +0.9% | +$51.8K | 0.55% | 54 |
|
|
2017
Q1 | $5.1M | Sell |
34,366
-3,786
| -10% | -$561K | 0.51% | 59 |
|
|
2016
Q4 | $5.36M | Buy |
38,152
+119
| +0.3% | +$16.7K | 0.57% | 51 |
|
|
2016
Q3 | $6.34M | Sell |
38,033
-200
| -0.5% | -$33.4K | 0.72% | 39 |
|
|
2016
Q2 | $7.14M | Buy |
38,233
+343
| +0.9% | +$64K | 0.81% | 36 |
|
|
2016
Q1 | $5.96M | Buy |
37,890
+359
| +1% | +$56.5K | 0.7% | 46 |
|
|
2015
Q4 | $7.4M | Buy |
37,531
+114
| +0.3% | +$22.5K | 0.87% | 31 |
|
|
2015
Q3 | $6.92M | Buy |
37,417
+1,731
| +5% | +$320K | 0.85% | 30 |
|
|
2015
Q2 | $8.02M | Buy |
35,686
+243
| +0.7% | +$54.6K | 0.89% | 27 |
|
|
2015
Q1 | $8.02M | Sell |
35,443
-644
| -2% | -$146K | 0.89% | 24 |
|
|
2014
Q4 | $7.49M | Buy |
36,087
+458
| +1% | +$95.1K | 0.84% | 28 |
|
|
2014
Q3 | $6.94M | Sell |
35,629
-65
| -0.2% | -$12.7K | 0.8% | 32 |
|
|
2014
Q2 | $6.65M | Sell |
35,694
-705
| -2% | -$131K | 0.75% | 35 |
|
|
2014
Q1 | $6.43M | Sell |
36,399
-165
| -0.5% | -$29.1K | 0.75% | 36 |
|
|
2013
Q4 | $5.9M | Buy |
36,564
+674
| +2% | +$109K | 0.71% | 41 |
|
|
2013
Q3 | $4.6M | Buy |
35,890
+1,289
| +4% | +$165K | 0.62% | 54 |
|
|
2013
Q2 | $3.96M | Buy |
+34,601
| New | +$3.96M | 0.57% | 55 |
|