Affinity Investment Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Sell |
400
-33
| -8% | -$24.2K | 0.22% | 109 |
|
|
2025
Q1 | $291K | Sell |
433
-1
| -0.2% | -$673 | 0.24% | 111 |
|
|
2024
Q4 | $247K | Sell |
434
-620
| -59% | -$353K | 0.21% | 116 |
|
|
2024
Q3 | $521K | Sell |
1,054
-13
| -1% | -$6.43K | 0.36% | 86 |
|
|
2024
Q2 | $623K | Sell |
1,067
-24
| -2% | -$14K | 0.47% | 77 |
|
|
2024
Q1 | $586K | Sell |
1,091
-76
| -7% | -$40.8K | 0.43% | 77 |
|
|
2023
Q4 | $540K | Sell |
1,167
-359
| -24% | -$166K | 0.37% | 79 |
|
|
2023
Q3 | $664K | Sell |
1,526
-212
| -12% | -$92.2K | 0.43% | 83 |
|
|
2023
Q2 | $743K | Sell |
1,738
-1,257
| -42% | -$537K | 0.43% | 84 |
|
|
2023
Q1 | $1.07M | Sell |
2,995
-47
| -2% | -$16.7K | 0.57% | 55 |
|
|
2022
Q4 | $1.14M | Buy |
3,042
+132
| +5% | +$49.5K | 0.52% | 59 |
|
|
2022
Q3 | $989K | Sell |
2,910
-5
| -0.2% | -$1.7K | 0.51% | 60 |
|
|
2022
Q2 | $951K | Sell |
2,915
-622
| -18% | -$203K | 0.46% | 63 |
|
|
2022
Q1 | $1.08M | Buy |
3,537
+119
| +3% | +$36.4K | 0.44% | 69 |
|
|
2021
Q4 | $850K | Buy |
3,418
+187
| +6% | +$46.5K | 0.34% | 109 |
|
|
2021
Q3 | $644K | Buy |
3,231
+160
| +5% | +$31.9K | 0.29% | 126 |
|
|
2021
Q2 | $587K | Buy |
3,071
+38
| +1% | +$7.26K | 0.26% | 126 |
|
|
2021
Q1 | $592K | Sell |
3,033
-72
| -2% | -$14.1K | 0.22% | 124 |
|
|
2020
Q4 | $540K | Sell |
3,105
-290
| -9% | -$50.4K | 0.22% | 116 |
|
|
2020
Q3 | $506K | Buy |
3,395
+215
| +7% | +$32K | 0.22% | 106 |
|
|
2020
Q2 | $488K | Buy |
3,180
+135
| +4% | +$20.7K | 0.23% | 111 |
|
|
2020
Q1 | $412K | Hold |
3,045
| – | – | 0.21% | 97 |
|
|
2019
Q4 | $421K | Sell |
3,045
-363
| -11% | -$50.2K | 0.15% | 109 |
|
|
2019
Q3 | $466K | Buy |
3,408
+84
| +3% | +$11.5K | 0.15% | 87 |
|
|
2019
Q2 | $447K | Buy |
3,324
+354
| +12% | +$47.6K | 0.13% | 96 |
|
|
2019
Q1 | $348K | Buy |
2,970
+300
| +11% | +$35.2K | 0.07% | 119 |
|
|
2018
Q4 | $295K | Hold |
2,670
| – | – | 0.05% | 110 |
|
|
2018
Q3 | $354K | Sell |
2,670
-58,380
| -96% | -$7.74M | 0.05% | 130 |
|
|
2018
Q2 | $8.14M | Sell |
61,050
-14,678
| -19% | -$1.96M | 1.15% | 37 |
|
|
2018
Q1 | $10.7M | Buy |
75,728
+3,732
| +5% | +$526K | 1.25% | 37 |
|
|
2017
Q4 | $11.2M | Sell |
71,996
-1,821
| -2% | -$284K | 1.27% | 36 |
|
|
2017
Q3 | $11.3M | Buy |
73,817
+11,164
| +18% | +$1.71M | 1.31% | 37 |
|
|
2017
Q2 | $10.3M | Buy |
+62,653
| New | +$10.3M | 1.23% | 42 |
|
|
2016
Q1 | – | Sell |
-1,481
| Closed | -$292K | – | 168 |
|
|
2015
Q4 | $292K | Sell |
1,481
-333
| -18% | -$65.7K | 0.03% | 132 |
|
|
2015
Q3 | $336K | Hold |
1,814
| – | – | 0.03% | 130 |
|
|
2015
Q2 | $408K | Hold |
1,814
| – | – | 0.03% | 116 |
|
|
2015
Q1 | $410K | Hold |
1,814
| – | – | 0.03% | 109 |
|
|
2014
Q4 | $377K | Hold |
1,814
| – | – | 0.03% | 106 |
|
|
2014
Q3 | $353K | Buy |
+1,814
| New | +$353K | 0.04% | 107 |
|