Arkadios Wealth 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 | $4.42M | Buy |
6,025
+1,887
| +46% | +$1.38M | 0.13% | 176 |
|
|
2025
Q1 | $2.78M | Buy |
4,138
+2,292
| +124% | +$1.54M | 0.11% | 221 |
|
|
2024
Q4 | $1.05M | Sell |
1,846
-33
| -2% | -$18.8K | 0.06% | 320 |
|
|
2024
Q3 | $929K | Buy |
1,879
+571
| +44% | +$282K | 0.05% | 345 |
|
|
2024
Q2 | $764K | Buy |
1,308
+618
| +90% | +$361K | 0.05% | 341 |
|
|
2024
Q1 | $371K | Buy |
690
+4
| +0.6% | +$2.15K | 0.03% | 472 |
|
|
2023
Q4 | $317K | Buy |
686
+200
| +41% | +$92.5K | 0.03% | 506 |
|
|
2023
Q3 | $212K | Sell |
486
-2
| -0.4% | -$870 | 0.02% | 602 |
|
|
2023
Q2 | $209K | Sell |
488
-245
| -33% | -$105K | 0.02% | 570 |
|
|
2023
Q1 | $261K | Buy |
733
+74
| +11% | +$26.4K | 0.03% | 479 |
|
|
2022
Q4 | $247K | Buy |
659
+25
| +4% | +$9.38K | 0.03% | 455 |
|
|
2022
Q3 | $215K | Buy |
+634
| New | +$215K | 0.03% | 465 |
|
|
2021
Q4 | – | Sell |
-106
| Closed | -$21K | – | 1276 |
|
|
2021
Q3 | $21K | Sell |
106
-219
| -67% | -$43.4K | ﹤0.01% | 1193 |
|
|
2021
Q2 | $62K | Buy |
325
+19
| +6% | +$3.63K | 0.01% | 857 |
|
|
2021
Q1 | $59K | Hold |
306
| – | – | 0.01% | 646 |
|
|
2020
Q4 | $53K | Buy |
306
+213
| +229% | +$36.9K | 0.01% | 548 |
|
|
2020
Q3 | $14.7K | Hold |
93
| – | – | 0.01% | 666 |
|
|
2020
Q2 | $13.8K | Sell |
93
-3
| -3% | -$447 | 0.01% | 616 |
|
|
2020
Q1 | $13K | Buy |
96
+1
| +1% | +$136 | 0.01% | 574 |
|
|
2019
Q4 | $16K | Buy |
+95
| New | +$16K | 0.01% | 500 |
|