Avantax Advisory Services’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.34M | Buy |
4,556
+320
| +8% | +$235K | 0.02% | 583 |
|
|
2025
Q1 | $2.85M | Buy |
4,236
+679
| +19% | +$457K | 0.02% | 600 |
|
|
2024
Q4 | $2.03M | Sell |
3,557
-811
| -19% | -$462K | 0.01% | 703 |
|
|
2024
Q3 | $2.16M | Sell |
4,368
-730
| -14% | -$361K | 0.01% | 667 |
|
|
2024
Q2 | $2.98M | Buy |
5,098
+3,424
| +205% | +$2M | 0.02% | 529 |
|
|
2024
Q1 | $899K | Sell |
1,674
-173
| -9% | -$92.9K | 0.01% | 793 |
|
|
2023
Q4 | $855K | Buy |
1,847
+308
| +20% | +$143K | 0.01% | 777 |
|
|
2023
Q3 | $669K | Sell |
1,539
-26
| -2% | -$11.3K | 0.01% | 827 |
|
|
2023
Q2 | $669K | Sell |
1,565
-2,405
| -61% | -$1.03M | 0.01% | 829 |
|
|
2023
Q1 | $1.41M | Buy |
3,970
+702
| +21% | +$250K | 0.02% | 552 |
|
|
2022
Q4 | $1.23M | Sell |
3,268
-336
| -9% | -$126K | 0.02% | 563 |
|
|
2022
Q3 | $1.23M | Buy |
3,604
+770
| +27% | +$262K | 0.02% | 501 |
|
|
2022
Q2 | $924K | Buy |
2,834
+817
| +41% | +$266K | 0.01% | 569 |
|
|
2022
Q1 | $619K | Buy |
2,017
+820
| +69% | +$252K | 0.01% | 712 |
|
|
2021
Q4 | $298K | Buy |
+1,197
| New | +$298K | ﹤0.01% | 979 |
|
|
2020
Q4 | – | Sell |
-2,036
| Closed | -$304K | – | 1176 |
|
|
2020
Q3 | $304K | Buy |
+2,036
| New | +$304K | ﹤0.01% | 1014 |
|