A detailed history of Institute For Wealth Management, Llc. transactions in Mckesson Corp stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 1,216 shares of MCK stock, worth $639,543. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,216
Previous 1,222 0.49%
Holding current value
$639,543
Previous $656,000 8.23%
% of portfolio
0.1%
Previous 0.09%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

SELL
$518.81 - $607.81 $3,112 - $3,646
-6 Reduced 0.49%
1,216 $710,000
Q1 2024

Apr 30, 2024

BUY
$473.42 - $539.26 $65,805 - $74,957
139 Added 12.83%
1,222 $656,000
Q3 2023

Oct 13, 2023

SELL
$402.4 - $446.42 $1,207 - $1,339
-3 Reduced 0.28%
1,083 $470,000
Q2 2023

Jul 25, 2023

SELL
$354.01 - $427.31 $6,018 - $7,264
-17 Reduced 1.54%
1,086 $464,000
Q3 2022

Oct 18, 2022

BUY
$321.25 - $373.84 $5,461 - $6,355
17 Added 1.57%
1,103 $375,000
Q1 2021

May 04, 2021

BUY
$169.52 - $196.53 $184,098 - $213,431
1,086 New
1,086 $212,000
Q3 2019

Oct 28, 2019

SELL
$134.24 - $148.53 $323,921 - $358,402
-2,413 Closed
0 $0
Q2 2019

Aug 02, 2019

SELL
$112.47 - $134.93 $16,533 - $19,834
-147 Reduced 5.74%
2,413 $324,000
Q1 2019

May 15, 2019

BUY
$111.86 - $136.3 $38,256 - $46,614
342 Added 15.42%
2,560 $300,000
Q4 2018

Feb 08, 2019

BUY
$108.23 - $136.84 $240,054 - $303,511
2,218 New
2,218 $245,000
Q1 2018

May 15, 2018

SELL
$138.75 - $176.72 $291,236 - $370,935
-2,099 Closed
0 $0
Q4 2017

Feb 12, 2018

BUY
$135.02 - $162.6 $283,406 - $341,297
2,099 New
2,099 $327,000
Q3 2017

Nov 14, 2017

SELL
$146.0 - $161.87 $289,956 - $321,473
-1,986 Closed
0 $0
Q2 2017

Aug 14, 2017

BUY
N/A
1,986
1,986 $327,000

Others Institutions Holding MCK

About MCKESSON CORP


  • Ticker MCK
  • Exchange NYSE
  • Sector Healthcare
  • Industry Medical Distribution
  • Shares Outstandng 143,730,000
  • Market Cap $75.6B
  • Description
  • McKesson Corporation provides healthcare services in the United States and internationally. It operates through four segments: U.S. Pharmaceutical, International, Medical-Surgical Solutions, and Prescription Technology Solutions (RxTS). The U.S. Pharmaceutical segment distributes branded, generic, specialty, biosimilar, and over-the-counter phar...
More about MCK
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