Wills Financial Group’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Hold |
500
| – | – | 0.16% | 52 |
|
|
2025
Q1 | $336K | Hold |
500
| – | – | 0.15% | 54 |
|
|
2024
Q4 | $285K | Hold |
500
| – | – | 0.12% | 57 |
|
|
2024
Q3 | $247K | Hold |
500
| – | – | 0.1% | 60 |
|
|
2024
Q2 | $292K | Hold |
500
| – | – | 0.13% | 56 |
|
|
2024
Q1 | $268K | Hold |
500
| – | – | 0.13% | 57 |
|
|
2023
Q4 | $231K | Hold |
500
| – | – | 0.12% | 54 |
|
|
2023
Q3 | $217K | Hold |
500
| – | – | 0.12% | 63 |
|
|
2023
Q2 | $214K | Buy |
+500
| New | +$214K | 0.11% | 65 |
|
|
2016
Q3 | – | Sell |
-1,175
| Closed | -$219K | – | 73 |
|
|
2016
Q2 | $219K | Buy |
+1,175
| New | +$219K | 0.18% | 68 |
|
|
2016
Q1 | – | Sell |
-1,175
| Closed | -$231K | – | 78 |
|
|
2015
Q4 | $231K | Hold |
1,175
| – | – | 0.2% | 68 |
|
|
2015
Q3 | $217K | Buy |
+1,175
| New | +$217K | 0.2% | 67 |
|