Wolf Group Capital Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.65M | Buy |
+2,453
| New | +$1.65M | 0.55% | 57 |
|
|
2017
Q4 | – | Sell |
-6,691
| Closed | -$981K | – | 106 |
|
|
2017
Q3 | $981K | Sell |
6,691
-1,311
| -16% | -$192K | 0.68% | 62 |
|
|
2017
Q2 | $1.32M | Sell |
8,002
-284
| -3% | -$46.7K | 1.01% | 43 |
|
|
2017
Q1 | $1.23M | Sell |
8,286
-696
| -8% | -$103K | 0.81% | 50 |
|
|
2016
Q4 | $1.26M | Sell |
8,982
-5,360
| -37% | -$753K | 0.85% | 51 |
|
|
2016
Q3 | $2.39M | Sell |
14,342
-1,866
| -12% | -$311K | 1.67% | 21 |
|
|
2016
Q2 | $3.03M | Sell |
16,208
-447
| -3% | -$83.4K | 2.23% | 11 |
|
|
2016
Q1 | $2.62M | Buy |
16,655
+926
| +6% | +$146K | 1.97% | 16 |
|
|
2015
Q4 | $3.1M | Buy |
15,729
+8,512
| +118% | +$1.68M | 2.31% | 7 |
|
|
2015
Q3 | $1.34M | Buy |
7,217
+310
| +4% | +$57.3K | 1.07% | 40 |
|
|
2015
Q2 | $1.55M | Buy |
6,907
+36
| +0.5% | +$8.09K | 1.03% | 40 |
|
|
2015
Q1 | $1.55M | Buy |
6,871
+345
| +5% | +$78K | 1.07% | 38 |
|
|
2014
Q4 | $1.36M | Buy |
6,526
+1,171
| +22% | +$243K | 0.98% | 38 |
|
|
2014
Q3 | $1.04M | Buy |
5,355
+125
| +2% | +$24.3K | 0.78% | 53 |
|
|
2014
Q2 | $974K | Buy |
5,230
+371
| +8% | +$69.1K | 0.71% | 58 |
|
|
2014
Q1 | $858K | Buy |
4,859
+116
| +2% | +$20.5K | 0.66% | 61 |
|
|
2013
Q4 | $766K | Buy |
+4,743
| New | +$766K | 0.62% | 60 |
|