Bellwether 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 | $132K | Sell |
180
-3,615
| -95% | -$2.65M | 0.02% | 153 |
|
|
2025
Q1 | $2.55M | Buy |
3,795
+3,618
| +2,044% | +$2.43M | 0.53% | 39 |
|
|
2024
Q4 | $101K | Buy |
+177
| New | +$101K | 0.02% | 181 |
|
|
2024
Q3 | – | Sell |
-4,402
| Closed | -$2.57M | – | 138 |
|
|
2024
Q2 | $2.57M | Sell |
4,402
-8,222
| -65% | -$4.8M | 0.54% | 45 |
|
|
2024
Q1 | $6.78M | Sell |
12,624
-2,399
| -16% | -$1.29M | 1.49% | 15 |
|
|
2023
Q4 | $6.96M | Buy |
+15,023
| New | +$6.96M | 1.71% | 13 |
|
|
2023
Q2 | – | Sell |
-12,650
| Closed | -$4.5M | – | 308 |
|
|
2023
Q1 | $4.5M | Buy |
12,650
+7,275
| +135% | +$2.59M | 1.23% | 13 |
|
|
2022
Q4 | $2.02M | Buy |
5,375
+5,256
| +4,417% | +$1.97M | 0.59% | 37 |
|
|
2022
Q3 | $40K | Buy |
119
+8
| +7% | +$2.69K | 0.01% | 177 |
|
|
2022
Q2 | $36K | Hold |
111
| – | – | 0.01% | 184 |
|
|
2022
Q1 | $33K | Hold |
111
| – | – | 0.01% | 217 |
|
|
2021
Q4 | $27K | Sell |
111
-150
| -57% | -$36.5K | 0.01% | 247 |
|
|
2021
Q3 | $52K | Hold |
261
| – | – | 0.02% | 205 |
|
|
2021
Q2 | $49K | Hold |
261
| – | – | 0.02% | 184 |
|
|
2021
Q1 | $50K | Hold |
261
| – | – | 0.02% | 168 |
|
|
2020
Q4 | $45K | Buy |
+261
| New | +$45K | 0.02% | 169 |
|