ACM
Advisors Capital Management’s McKesson MCK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $34.4M | Buy |
46,931
+207
| +0.4% | +$152K | 0.47% | 64 |
|
2025
Q1 | $31.4M | Buy |
46,724
+765
| +2% | +$515K | 0.49% | 65 |
|
2024
Q4 | $26.2M | Buy |
45,959
+1,157
| +3% | +$659K | 0.41% | 71 |
|
2024
Q3 | $22.2M | Buy |
44,802
+27,564
| +160% | +$13.6M | 0.36% | 90 |
|
2024
Q2 | $10.1M | Sell |
17,238
-173
| -1% | -$101K | 0.18% | 137 |
|
2024
Q1 | $9.35M | Buy |
17,411
+683
| +4% | +$367K | 0.17% | 141 |
|
2023
Q4 | $7.75M | Buy |
16,728
+2,299
| +16% | +$1.06M | 0.16% | 139 |
|
2023
Q3 | $6.28M | Buy |
14,429
+10,989
| +319% | +$4.78M | 0.16% | 137 |
|
2023
Q2 | $1.47M | Buy |
3,440
+21
| +0.6% | +$8.97K | 0.04% | 238 |
|
2023
Q1 | $1.22M | Sell |
3,419
-39
| -1% | -$13.9K | 0.03% | 239 |
|
2022
Q4 | $1.3M | Buy |
3,458
+877
| +34% | +$329K | 0.04% | 237 |
|
2022
Q3 | $932K | Buy |
2,581
+17
| +0.7% | +$6.14K | 0.02% | 261 |
|
2022
Q2 | $837K | Buy |
2,564
+115
| +5% | +$37.5K | 0.03% | 259 |
|
2022
Q1 | $750K | Buy |
2,449
+14
| +0.6% | +$4.29K | 0.02% | 270 |
|
2021
Q4 | $605K | Buy |
2,435
+8
| +0.3% | +$1.99K | 0.02% | 301 |
|
2021
Q3 | $484K | Buy |
2,427
+18
| +0.7% | +$3.59K | 0.01% | 301 |
|
2021
Q2 | $461K | Sell |
2,409
-178
| -7% | -$34.1K | 0.01% | 289 |
|
2021
Q1 | $504K | Buy |
2,587
+776
| +43% | +$151K | 0.02% | 272 |
|
2020
Q4 | $315K | Buy |
1,811
+118
| +7% | +$20.5K | 0.01% | 287 |
|
2020
Q3 | $253K | Buy |
1,693
+50
| +3% | +$7.47K | 0.01% | 280 |
|
2020
Q2 | $252K | Buy |
+1,643
| New | +$252K | 0.01% | 264 |
|
2020
Q1 | – | Sell |
-1,581
| Closed | -$219K | – | 312 |
|
2019
Q4 | $219K | Buy |
+1,581
| New | +$219K | 0.01% | 310 |
|
2018
Q3 | – | Sell |
-15,923
| Closed | -$2.12M | – | 220 |
|
2018
Q2 | $2.12M | Buy |
15,923
+1,412
| +10% | +$188K | 0.15% | 158 |
|
2018
Q1 | $2.04M | Buy |
14,511
+1,224
| +9% | +$172K | 0.15% | 146 |
|
2017
Q4 | $2.07M | Sell |
13,287
-855
| -6% | -$133K | 0.16% | 140 |
|
2017
Q3 | $2.17M | Buy |
14,142
+779
| +6% | +$120K | 0.18% | 137 |
|
2017
Q2 | $2.2M | Buy |
13,363
+484
| +4% | +$79.6K | 0.18% | 132 |
|
2017
Q1 | $1.91M | Buy |
12,879
+235
| +2% | +$34.8K | 0.16% | 136 |
|
2016
Q4 | $1.78M | Buy |
12,644
+340
| +3% | +$47.8K | 0.17% | 135 |
|
2016
Q3 | $2.05M | Sell |
12,304
-1,256
| -9% | -$209K | 0.2% | 129 |
|
2016
Q2 | $2.53M | Sell |
13,560
-2,451
| -15% | -$457K | 0.26% | 114 |
|
2016
Q1 | $2.52M | Buy |
16,011
+1,353
| +9% | +$213K | 0.25% | 107 |
|
2015
Q4 | $2.89M | Buy |
14,658
+1,428
| +11% | +$282K | 0.29% | 89 |
|
2015
Q3 | $2.45M | Buy |
13,230
+2,730
| +26% | +$505K | 0.27% | 104 |
|
2015
Q2 | $2.36M | Sell |
10,500
-152
| -1% | -$34.2K | 0.26% | 103 |
|
2015
Q1 | $2.41M | Buy |
10,652
+829
| +8% | +$187K | 0.27% | 108 |
|
2014
Q4 | $2.04M | Buy |
9,823
+2,058
| +27% | +$427K | 0.25% | 108 |
|
2014
Q3 | $1.51M | Buy |
7,765
+496
| +7% | +$96.6K | 0.19% | 121 |
|
2014
Q2 | $1.35M | Sell |
7,269
-288
| -4% | -$53.6K | 0.18% | 127 |
|
2014
Q1 | $1.33M | Sell |
7,557
-867
| -10% | -$153K | 0.2% | 118 |
|
2013
Q4 | $1.36M | Sell |
8,424
-736
| -8% | -$119K | 0.23% | 117 |
|
2013
Q3 | $1.18M | Sell |
9,160
-1,311
| -13% | -$168K | 0.24% | 109 |
|
2013
Q2 | $1.2M | Buy |
+10,471
| New | +$1.2M | 0.27% | 100 |
|