Williams Jones Wealth 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 | $806K | Sell |
1,100
-50
| -4% | -$36.6K | 0.01% | 282 |
|
|
2025
Q1 | $774K | Hold |
1,150
| – | – | 0.01% | 273 |
|
|
2024
Q4 | $655K | Sell |
1,150
-100
| -8% | -$57K | 0.01% | 305 |
|
|
2024
Q3 | $618K | Sell |
1,250
-200
| -14% | -$98.9K | 0.01% | 314 |
|
|
2024
Q2 | $847K | Hold |
1,450
| – | – | 0.01% | 271 |
|
|
2024
Q1 | $778K | Hold |
1,450
| – | – | 0.01% | 286 |
|
|
2023
Q4 | $671K | Hold |
1,450
| – | – | 0.01% | 297 |
|
|
2023
Q3 | $631K | Sell |
1,450
-25
| -2% | -$10.9K | 0.01% | 306 |
|
|
2023
Q2 | $630K | Sell |
1,475
-100
| -6% | -$42.7K | 0.01% | 306 |
|
|
2023
Q1 | $561K | Sell |
1,575
-79
| -5% | -$28.1K | 0.01% | 348 |
|
|
2022
Q4 | $620K | Buy |
1,654
+10
| +0.6% | +$3.75K | 0.01% | 329 |
|
|
2022
Q3 | $559K | Buy |
1,644
+225
| +16% | +$76.5K | 0.01% | 346 |
|
|
2022
Q2 | $463K | Buy |
1,419
+19
| +1% | +$6.2K | 0.01% | 372 |
|
|
2022
Q1 | $429K | Hold |
1,400
| – | – | 0.01% | 372 |
|
|
2021
Q4 | $348K | Hold |
1,400
| – | – | ﹤0.01% | 376 |
|
|
2021
Q3 | $279K | Sell |
1,400
-10
| -0.7% | -$1.99K | ﹤0.01% | 410 |
|
|
2021
Q2 | $270K | Buy |
1,410
+10
| +0.7% | +$1.92K | ﹤0.01% | 421 |
|
|
2021
Q1 | $273K | Hold |
1,400
| – | – | ﹤0.01% | 405 |
|
|
2020
Q4 | $243K | Hold |
1,400
| – | – | ﹤0.01% | 400 |
|
|
2020
Q3 | $209K | Sell |
1,400
-176
| -11% | -$26.3K | ﹤0.01% | 391 |
|
|
2020
Q2 | $242K | Buy |
+1,576
| New | +$242K | 0.01% | 348 |
|
|
2020
Q1 | – | Sell |
-2,023
| Closed | -$280K | – | 416 |
|
|
2019
Q4 | $280K | Hold |
2,023
| – | – | 0.01% | 368 |
|
|
2019
Q3 | $276K | Buy |
+2,023
| New | +$276K | 0.01% | 359 |
|