BBA
BLB&B Advisors’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Sell |
474
-15
| -3% | -$11K | 0.02% | 209 |
|
|
2025
Q1 | $329K | Hold |
489
| – | – | 0.02% | 218 |
|
|
2024
Q4 | $279K | Sell |
489
-15
| -3% | -$8.55K | 0.01% | 230 |
|
|
2024
Q3 | $249K | Hold |
504
| – | – | 0.01% | 248 |
|
|
2024
Q2 | $294K | Hold |
504
| – | – | 0.02% | 229 |
|
|
2024
Q1 | $271K | Sell |
504
-20
| -4% | -$10.7K | 0.02% | 237 |
|
|
2023
Q4 | $243K | Buy |
524
+35
| +7% | +$16.2K | 0.02% | 234 |
|
|
2023
Q3 | $213K | Sell |
489
-20
| -4% | -$8.7K | 0.02% | 233 |
|
|
2023
Q2 | $218K | Buy |
+509
| New | +$218K | 0.02% | 232 |
|
|
2020
Q1 | – | Sell |
-1,833
| Closed | -$254K | – | 265 |
|
|
2019
Q4 | $254K | Sell |
1,833
-200
| -10% | -$27.7K | 0.03% | 238 |
|
|
2019
Q3 | $278K | Hold |
2,033
| – | – | 0.03% | 231 |
|
|
2019
Q2 | $273K | Hold |
2,033
| – | – | 0.03% | 231 |
|
|
2019
Q1 | $238K | Hold |
2,033
| – | – | 0.03% | 250 |
|
|
2018
Q4 | $225K | Sell |
2,033
-700
| -26% | -$77.5K | 0.03% | 251 |
|
|
2018
Q3 | $363K | Hold |
2,733
| – | – | 0.05% | 215 |
|
|
2018
Q2 | $365K | Hold |
2,733
| – | – | 0.05% | 212 |
|
|
2018
Q1 | $385K | Buy |
2,733
+200
| +8% | +$28.2K | 0.05% | 210 |
|
|
2017
Q4 | $395K | Sell |
2,533
-120
| -5% | -$18.7K | 0.06% | 209 |
|
|
2017
Q3 | $408K | Buy |
2,653
+120
| +5% | +$18.5K | 0.06% | 198 |
|
|
2017
Q2 | $417K | Buy |
2,533
+133
| +6% | +$21.9K | 0.07% | 193 |
|
|
2017
Q1 | $356K | Hold |
2,400
| – | – | 0.06% | 202 |
|
|
2016
Q4 | $337K | Buy |
2,400
+400
| +20% | +$56.2K | 0.06% | 217 |
|
|
2016
Q3 | $334K | Hold |
2,000
| – | – | 0.06% | 209 |
|
|
2016
Q2 | $373K | Sell |
2,000
-133
| -6% | -$24.8K | 0.07% | 198 |
|
|
2016
Q1 | $335K | Hold |
2,133
| – | – | 0.07% | 198 |
|
|
2015
Q4 | $421K | Sell |
2,133
-6
| -0.3% | -$1.18K | 0.09% | 172 |
|
|
2015
Q3 | $396K | Buy |
2,139
+6
| +0.3% | +$1.11K | 0.09% | 177 |
|
|
2015
Q2 | $480K | Hold |
2,133
| – | – | 0.1% | 157 |
|
|
2015
Q1 | $482K | Sell |
2,133
-400
| -16% | -$90.4K | 0.1% | 159 |
|
|
2014
Q4 | $526K | Hold |
2,533
| – | – | 0.11% | 153 |
|
|
2014
Q3 | $493K | Sell |
2,533
-155
| -6% | -$30.2K | 0.11% | 167 |
|
|
2014
Q2 | $501K | Buy |
+2,688
| New | +$501K | 0.11% | 172 |
|