Beese Fulmer Investment 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 | $3.88M | Sell |
5,289
-101
| -2% | -$74K | 0.29% | 73 |
|
|
2025
Q1 | $3.63M | Sell |
5,390
-235
| -4% | -$158K | 0.31% | 65 |
|
|
2024
Q4 | $3.21M | Sell |
5,625
-11
| -0.2% | -$6.27K | 0.27% | 70 |
|
|
2024
Q3 | $2.79M | Sell |
5,636
-204
| -3% | -$101K | 0.24% | 74 |
|
|
2024
Q2 | $3.41M | Sell |
5,840
-82
| -1% | -$47.9K | 0.31% | 67 |
|
|
2024
Q1 | $3.18M | Sell |
5,922
-205
| -3% | -$110K | 0.3% | 70 |
|
|
2023
Q4 | $2.84M | Sell |
6,127
-20
| -0.3% | -$9.26K | 0.29% | 69 |
|
|
2023
Q3 | $2.67M | Sell |
6,147
-100
| -2% | -$43.5K | 0.3% | 69 |
|
|
2023
Q2 | $2.67M | Sell |
6,247
-63
| -1% | -$26.9K | 0.29% | 74 |
|
|
2023
Q1 | $2.25M | Sell |
6,310
-195
| -3% | -$69.4K | 0.26% | 79 |
|
|
2022
Q4 | $2.44M | Sell |
6,505
-128
| -2% | -$48K | 0.29% | 79 |
|
|
2022
Q3 | $2.25M | Sell |
6,633
-15
| -0.2% | -$5.1K | 0.3% | 75 |
|
|
2022
Q2 | $2.17M | Sell |
6,648
-225
| -3% | -$73.4K | 0.28% | 81 |
|
|
2022
Q1 | $2.1M | Sell |
6,873
-235
| -3% | -$71.9K | 0.23% | 93 |
|
|
2021
Q4 | $1.77M | Sell |
7,108
-112
| -2% | -$27.8K | 0.18% | 99 |
|
|
2021
Q3 | $1.44M | Sell |
7,220
-175
| -2% | -$34.9K | 0.16% | 107 |
|
|
2021
Q2 | $1.41M | Hold |
7,395
| – | – | 0.16% | 107 |
|
|
2021
Q1 | $1.44M | Sell |
7,395
-300
| -4% | -$58.5K | 0.17% | 104 |
|
|
2020
Q4 | $1.34M | Hold |
7,695
| – | – | 0.17% | 103 |
|
|
2020
Q3 | $1.15M | Buy |
+7,695
| New | +$1.15M | 0.16% | 101 |
|