Williams Jones Wealth Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $806K | Sell |
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|
2025
Q1 | $774K | Hold |
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|
2024
Q4 | $655K | Sell |
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|
2024
Q3 | $618K | Sell |
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|
2024
Q2 | $847K | Hold |
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|
2024
Q1 | $778K | Hold |
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|
2023
Q4 | $671K | Hold |
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|
2023
Q3 | $631K | Sell |
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|
2023
Q2 | $630K | Sell |
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|
2023
Q1 | $561K | Sell |
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|
2022
Q4 | $620K | Buy |
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|
2022
Q3 | $559K | Buy |
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|
2022
Q2 | $463K | Buy |
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|
2022
Q1 | $429K | Hold |
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|
2021
Q4 | $348K | Hold |
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|
2021
Q3 | $279K | Sell |
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|
2021
Q2 | $270K | Buy |
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|
2021
Q1 | $273K | Hold |
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|
2020
Q4 | $243K | Hold |
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|
2020
Q3 | $209K | Sell |
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|
2020
Q2 | $242K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $280K | Hold |
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|
2019
Q3 | $276K | Buy |
|