WT 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 | $610K | Buy |
833
+18
| +2% | +$13.2K | 0.18% | 86 |
|
2025
Q1 | $548K | Hold |
815
| – | – | 0.18% | 81 |
|
2024
Q4 | $464K | Hold |
815
| – | – | 0.15% | 88 |
|
2024
Q3 | $415K | Sell |
815
-95
| -10% | -$48.4K | 0.13% | 88 |
|
2024
Q2 | $531K | Buy |
910
+5
| +0.6% | +$2.92K | 0.18% | 84 |
|
2024
Q1 | $486K | Buy |
905
+74
| +9% | +$39.7K | 0.17% | 84 |
|
2023
Q4 | $385K | Sell |
831
-5
| -0.6% | -$2.32K | 0.15% | 86 |
|
2023
Q3 | $364K | Sell |
836
-2,923
| -78% | -$1.27M | 0.16% | 86 |
|
2023
Q2 | $1.61M | Sell |
3,759
-209
| -5% | -$89.4K | 0.67% | 39 |
|
2023
Q1 | $1.41M | Sell |
3,968
-202
| -5% | -$72K | 0.61% | 42 |
|
2022
Q4 | $1.57M | Sell |
4,170
-488
| -10% | -$183K | 0.76% | 39 |
|
2022
Q3 | $1.58M | Sell |
4,658
-96
| -2% | -$32.6K | 0.8% | 34 |
|
2022
Q2 | $1.55M | Buy |
4,754
+3,932
| +478% | +$1.28M | 0.77% | 35 |
|
2022
Q1 | $252K | Buy |
+822
| New | +$252K | 0.1% | 108 |
|