Aptus Capital 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 | $3.7M | Buy |
5,048
+593
| +13% | +$435K | 0.03% | 323 |
|
|
2025
Q1 | $3M | Buy |
4,455
+368
| +9% | +$248K | 0.03% | 335 |
|
|
2024
Q4 | $2.33M | Buy |
4,087
+72
| +2% | +$41.1K | 0.02% | 369 |
|
|
2024
Q3 | $1.99M | Sell |
4,015
-21,798
| -84% | -$10.8M | 0.03% | 319 |
|
|
2024
Q2 | $15.1M | Buy |
25,813
+5,256
| +26% | +$3.07M | 0.27% | 82 |
|
|
2024
Q1 | $11M | Buy |
20,557
+18,391
| +849% | +$9.87M | 0.21% | 90 |
|
|
2023
Q4 | $1M | Sell |
2,166
-31
| -1% | -$14.4K | 0.03% | 290 |
|
|
2023
Q3 | $955K | Buy |
2,197
+427
| +24% | +$186K | 0.03% | 305 |
|
|
2023
Q2 | $756K | Buy |
1,770
+9
| +0.5% | +$3.85K | 0.02% | 277 |
|
|
2023
Q1 | $628K | Sell |
1,761
-2,066
| -54% | -$737K | 0.02% | 296 |
|
|
2022
Q4 | $1.44M | Sell |
3,827
-405
| -10% | -$152K | 0.04% | 238 |
|
|
2022
Q3 | $1.44M | Buy |
4,232
+2,442
| +136% | +$832K | 0.03% | 228 |
|
|
2022
Q2 | $585K | Buy |
1,790
+166
| +10% | +$54.3K | 0.02% | 260 |
|
|
2022
Q1 | $498K | Buy |
+1,624
| New | +$498K | 0.01% | 297 |
|
|
2019
Q3 | – | Sell |
-1,531
| Closed | -$205K | – | 441 |
|
|
2019
Q2 | $205K | Buy |
+1,531
| New | +$205K | 0.03% | 304 |
|