Baker Avenue Asset Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Buy |
738
+96
| +15% | +$70.3K | 0.02% | 291 |
|
|
2025
Q1 | $432K | Buy |
+642
| New | +$432K | 0.01% | 314 |
|
|
2024
Q4 | – | Sell |
-557
| Closed | -$276K | – | 425 |
|
|
2024
Q3 | $276K | Buy |
557
+143
| +35% | +$70.8K | 0.01% | 352 |
|
|
2024
Q2 | $242K | Buy |
+414
| New | +$242K | 0.01% | 333 |
|
|
2023
Q4 | – | Sell |
-58
| Closed | -$25.2K | – | 1013 |
|
|
2023
Q3 | $25.2K | Buy |
58
+6
| +12% | +$2.61K | ﹤0.01% | 615 |
|
|
2023
Q2 | $22.2K | Sell |
52
-1
| -2% | -$427 | ﹤0.01% | 620 |
|
|
2023
Q1 | $18.9K | Sell |
53
-1,404
| -96% | -$500K | ﹤0.01% | 671 |
|
|
2022
Q4 | $547K | Buy |
1,457
+147
| +11% | +$55.1K | 0.03% | 232 |
|
|
2022
Q3 | $445K | Buy |
+1,310
| New | +$445K | 0.03% | 242 |
|
|
2015
Q3 | – | Sell |
-2,076
| Closed | -$467K | – | 224 |
|
|
2015
Q2 | $467K | Buy |
2,076
+90
| +5% | +$20.2K | 0.06% | 160 |
|
|
2015
Q1 | $449K | Buy |
1,986
+96
| +5% | +$21.7K | 0.06% | 158 |
|
|
2014
Q4 | $392K | Buy |
1,890
+90
| +5% | +$18.7K | 0.05% | 181 |
|
|
2014
Q3 | $350K | Buy |
1,800
+420
| +30% | +$81.7K | 0.05% | 194 |
|
|
2014
Q2 | $257K | Buy |
+1,380
| New | +$257K | 0.04% | 244 |
|