Allworth Financial’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21M | Buy |
5,739
+294
| +5% | +$215K | 0.02% | 335 |
|
|
2025
Q1 | $3.75M | Buy |
5,445
+1,817
| +50% | +$1.25M | 0.02% | 294 |
|
|
2024
Q4 | $2.12M | Buy |
3,628
+734
| +25% | +$429K | 0.01% | 388 |
|
|
2024
Q3 | $1.43M | Buy |
2,894
+23
| +0.8% | +$11.4K | 0.01% | 385 |
|
|
2024
Q2 | $1.67M | Buy |
2,871
+260
| +10% | +$151K | 0.01% | 361 |
|
|
2024
Q1 | $1.4M | Sell |
2,611
-419
| -14% | -$225K | 0.01% | 360 |
|
|
2023
Q4 | $1.4M | Sell |
3,030
-172
| -5% | -$79.6K | 0.01% | 360 |
|
|
2023
Q3 | $1.39M | Buy |
3,202
+66
| +2% | +$28.7K | 0.01% | 329 |
|
|
2023
Q2 | $1.34M | Buy |
3,136
+114
| +4% | +$48.7K | 0.01% | 337 |
|
|
2023
Q1 | $1.08M | Sell |
3,022
-17
| -0.6% | -$6.05K | 0.01% | 347 |
|
|
2022
Q4 | $1.14M | Sell |
3,039
-80
| -3% | -$30K | 0.01% | 329 |
|
|
2022
Q3 | $1.06M | Sell |
3,119
-15
| -0.5% | -$5.1K | 0.01% | 318 |
|
|
2022
Q2 | $1.02M | Sell |
3,134
-2,770
| -47% | -$903K | 0.01% | 307 |
|
|
2022
Q1 | $1.81M | Sell |
5,904
-146
| -2% | -$44.7K | 0.02% | 229 |
|
|
2021
Q4 | $1.5M | Buy |
6,050
+97
| +2% | +$24.1K | 0.02% | 233 |
|
|
2021
Q3 | $1.19M | Buy |
5,953
+4,820
| +425% | +$961K | 0.02% | 219 |
|
|
2021
Q2 | $217K | Buy |
1,133
+197
| +21% | +$37.7K | ﹤0.01% | 364 |
|
|
2021
Q1 | $183K | Buy |
936
+401
| +75% | +$78.4K | ﹤0.01% | 366 |
|
|
2020
Q4 | $93K | Hold |
535
| – | – | ﹤0.01% | 378 |
|
|
2020
Q3 | $80K | Hold |
535
| – | – | ﹤0.01% | 358 |
|
|
2020
Q2 | $82K | Buy |
535
+150
| +39% | +$23K | ﹤0.01% | 343 |
|
|
2020
Q1 | $52K | Buy |
385
+3
| +0.8% | +$405 | ﹤0.01% | 394 |
|
|
2019
Q4 | $53K | Hold |
382
| – | – | ﹤0.01% | 360 |
|
|
2019
Q3 | $52K | Sell |
382
-28
| -7% | -$3.81K | ﹤0.01% | 315 |
|
|
2019
Q2 | $55K | Hold |
410
| – | – | ﹤0.01% | 310 |
|
|
2019
Q1 | $48K | Buy |
410
+28
| +7% | +$3.28K | ﹤0.01% | 316 |
|
|
2018
Q4 | $42K | Hold |
382
| – | – | ﹤0.01% | 306 |
|
|
2018
Q3 | $51K | Sell |
382
-14
| -4% | -$1.87K | ﹤0.01% | 291 |
|
|
2018
Q2 | $53K | Buy |
396
+14
| +4% | +$1.87K | ﹤0.01% | 271 |
|
|
2018
Q1 | $54K | Hold |
382
| – | – | ﹤0.01% | 241 |
|
|
2017
Q4 | $60K | Hold |
382
| – | – | ﹤0.01% | 223 |
|
|
2017
Q3 | $59K | Hold |
382
| – | – | ﹤0.01% | 217 |
|
|
2017
Q2 | $63K | Hold |
382
| – | – | 0.01% | 221 |
|
|
2017
Q1 | $57K | Hold |
382
| – | – | 0.01% | 216 |
|
|
2016
Q4 | $54K | Hold |
382
| – | – | 0.01% | 207 |
|
|
2016
Q3 | $64K | Hold |
382
| – | – | 0.01% | 191 |
|
|
2016
Q2 | $71K | Hold |
382
| – | – | 0.01% | 176 |
|
|
2016
Q1 | $60K | Hold |
382
| – | – | 0.01% | 197 |
|
|
2015
Q4 | $75K | Hold |
382
| – | – | 0.01% | 171 |
|
|
2015
Q3 | $71K | Hold |
382
| – | – | 0.03% | 171 |
|
|
2015
Q2 | $86K | Hold |
382
| – | – | 0.03% | 154 |
|
|
2015
Q1 | $86K | Buy |
+382
| New | +$86K | 0.03% | 157 |
|