Bailard’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
2,235
+192
| +9% | +$141K | 0.04% | 261 |
|
|
2025
Q1 | $1.37M | Buy |
2,043
+31
| +2% | +$20.9K | 0.04% | 266 |
|
|
2024
Q4 | $1.15M | Sell |
2,012
-1,151
| -36% | -$656K | 0.03% | 281 |
|
|
2024
Q3 | $1.56M | Buy |
3,163
+92
| +3% | +$45.5K | 0.04% | 252 |
|
|
2024
Q2 | $1.79M | Buy |
3,071
+12
| +0.4% | +$7.01K | 0.05% | 238 |
|
|
2024
Q1 | $1.64M | Buy |
3,059
+460
| +18% | +$247K | 0.05% | 246 |
|
|
2023
Q4 | $1.2M | Buy |
2,599
+1,081
| +71% | +$500K | 0.04% | 271 |
|
|
2023
Q3 | $660K | Sell |
1,518
-40
| -3% | -$17.4K | 0.02% | 347 |
|
|
2023
Q2 | $666K | Sell |
1,558
-5
| -0.3% | -$2.14K | 0.02% | 328 |
|
|
2023
Q1 | $557K | Buy |
1,563
+61
| +4% | +$21.7K | 0.02% | 372 |
|
|
2022
Q4 | $563K | Sell |
1,502
-60
| -4% | -$22.5K | 0.02% | 377 |
|
|
2022
Q3 | $531K | Sell |
1,562
-22
| -1% | -$7.48K | 0.02% | 355 |
|
|
2022
Q2 | $517K | Buy |
1,584
+22
| +1% | +$7.18K | 0.02% | 375 |
|
|
2022
Q1 | $478K | Hold |
1,562
| – | – | 0.02% | 411 |
|
|
2021
Q4 | $388K | Hold |
1,562
| – | – | 0.01% | 458 |
|
|
2021
Q3 | $311K | Buy |
1,562
+404
| +35% | +$80.4K | 0.01% | 522 |
|
|
2021
Q2 | $221K | Hold |
1,158
| – | – | 0.01% | 644 |
|
|
2021
Q1 | $226K | Hold |
1,158
| – | – | 0.01% | 623 |
|
|
2020
Q4 | $201K | Buy |
+1,158
| New | +$201K | 0.01% | 584 |
|
|
2018
Q2 | – | Sell |
-1,430
| Closed | -$201K | – | 522 |
|
|
2018
Q1 | $201K | Hold |
1,430
| – | – | 0.01% | 459 |
|
|
2017
Q4 | $223K | Buy |
1,430
+125
| +10% | +$19.5K | 0.01% | 411 |
|
|
2017
Q3 | $200K | Hold |
1,305
| – | – | 0.02% | 295 |
|
|
2017
Q2 | $215K | Buy |
+1,305
| New | +$215K | 0.02% | 263 |
|
|
2016
Q4 | – | Sell |
-1,265
| Closed | -$211K | – | 321 |
|
|
2016
Q3 | $211K | Sell |
1,265
-72
| -5% | -$12K | 0.02% | 301 |
|
|
2016
Q2 | $250K | Buy |
+1,337
| New | +$250K | 0.03% | 263 |
|