ZWJ Investment Counsel’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Sell |
710
-90
| -11% | -$66K | 0.02% | 143 |
|
|
2025
Q1 | $538K | Hold |
800
| – | – | 0.02% | 141 |
|
|
2024
Q4 | $456K | Hold |
800
| – | – | 0.02% | 154 |
|
|
2024
Q3 | $396K | Hold |
800
| – | – | 0.02% | 167 |
|
|
2024
Q2 | $467K | Hold |
800
| – | – | 0.02% | 148 |
|
|
2024
Q1 | $429K | Hold |
800
| – | – | 0.02% | 161 |
|
|
2023
Q4 | $370K | Sell |
800
-102
| -11% | -$47.2K | 0.02% | 150 |
|
|
2023
Q3 | $392K | Buy |
902
+102
| +13% | +$44.4K | 0.02% | 143 |
|
|
2023
Q2 | $342K | Hold |
800
| – | – | 0.02% | 148 |
|
|
2023
Q1 | $285K | Hold |
800
| – | – | 0.02% | 160 |
|
|
2022
Q4 | $300K | Hold |
800
| – | – | 0.02% | 154 |
|
|
2022
Q3 | $272K | Hold |
800
| – | – | 0.02% | 154 |
|
|
2022
Q2 | $261K | Hold |
800
| – | – | 0.02% | 163 |
|
|
2022
Q1 | $245K | Buy |
+800
| New | +$245K | 0.01% | 158 |
|
|
2018
Q1 | – | Sell |
-2,687
| Closed | -$419K | – | 228 |
|
|
2017
Q4 | $419K | Buy |
2,687
+10
| +0.4% | +$1.56K | 0.03% | 180 |
|
|
2017
Q3 | $411K | Sell |
2,677
-421
| -14% | -$64.6K | 0.03% | 177 |
|
|
2017
Q2 | $510K | Sell |
3,098
-200
| -6% | -$32.9K | 0.04% | 168 |
|
|
2017
Q1 | $489K | Buy |
+3,298
| New | +$489K | 0.04% | 173 |
|
|
2015
Q3 | – | Sell |
-987
| Closed | -$222K | – | 142 |
|
|
2015
Q2 | $222K | Hold |
987
| – | – | 0.02% | 136 |
|
|
2015
Q1 | $223K | Sell |
987
-100
| -9% | -$22.6K | 0.02% | 136 |
|
|
2014
Q4 | $226K | Buy |
+1,087
| New | +$226K | 0.02% | 135 |
|