Bell Investment 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 | $36.6K | Buy |
50
+4
| +9% | +$2.93K | 0.01% | 290 |
|
|
2025
Q1 | $31K | Buy |
46
+1
| +2% | +$673 | 0.01% | 292 |
|
|
2024
Q4 | $25.6K | Buy |
45
+2
| +5% | +$1.14K | ﹤0.01% | 329 |
|
|
2024
Q3 | $21.3K | Sell |
43
-2
| -4% | -$989 | ﹤0.01% | 389 |
|
|
2024
Q2 | $26.3K | Buy |
45
+1
| +2% | +$584 | 0.01% | 330 |
|
|
2024
Q1 | $23.6K | Sell |
44
-2
| -4% | -$1.07K | ﹤0.01% | 346 |
|
|
2023
Q4 | $21.3K | Buy |
46
+4
| +10% | +$1.85K | ﹤0.01% | 342 |
|
|
2023
Q3 | $18.3K | Sell |
42
-11
| -21% | -$4.78K | ﹤0.01% | 331 |
|
|
2023
Q2 | $22.6K | Buy |
53
+2
| +4% | +$855 | 0.01% | 292 |
|
|
2023
Q1 | $18.2K | Buy |
51
+2
| +4% | +$712 | ﹤0.01% | 323 |
|
|
2022
Q4 | $18.4K | Buy |
49
+7
| +17% | +$2.63K | ﹤0.01% | 318 |
|
|
2022
Q3 | $14K | Sell |
42
-16
| -28% | -$5.33K | ﹤0.01% | 332 |
|
|
2022
Q2 | $19K | Buy |
+58
| New | +$19K | 0.01% | 274 |
|
|
2021
Q4 | $11K | Hold |
45
| – | – | ﹤0.01% | 466 |
|
|
2021
Q3 | $9K | Buy |
+45
| New | +$9K | ﹤0.01% | 485 |
|