Butensky & Cohen Financial Security’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.84M | Sell |
7,973
-693
| -8% | -$508K | 1.74% | 11 |
|
2025
Q1 | $5.83M | Sell |
8,666
-202
| -2% | -$136K | 1.79% | 8 |
|
2024
Q4 | $5.05M | Buy |
8,868
+12
| +0.1% | +$6.84K | 1.59% | 17 |
|
2024
Q3 | $4.38M | Sell |
8,856
-276
| -3% | -$136K | 1.3% | 44 |
|
2024
Q2 | $5.33M | Sell |
9,132
-714
| -7% | -$417K | 1.7% | 12 |
|
2024
Q1 | $5.29M | Sell |
9,846
-1,182
| -11% | -$635K | 1.65% | 10 |
|
2023
Q4 | $5.11M | Sell |
11,028
-397
| -3% | -$184K | 1.7% | 8 |
|
2023
Q3 | $4.97M | Buy |
11,425
+179
| +2% | +$77.8K | 1.8% | 1 |
|
2023
Q2 | $4.81M | Sell |
11,246
-1,385
| -11% | -$592K | 1.73% | 4 |
|
2023
Q1 | $4.5M | Sell |
12,631
-329
| -3% | -$117K | 1.62% | 17 |
|
2022
Q4 | $4.86M | Sell |
12,960
-1,217
| -9% | -$457K | 1.8% | 4 |
|
2022
Q3 | $4.82M | Sell |
14,177
-327
| -2% | -$111K | 2% | 1 |
|
2022
Q2 | $4.73M | Sell |
14,504
-2,470
| -15% | -$806K | 1.94% | 1 |
|
2022
Q1 | $5.2M | Sell |
16,974
-2,190
| -11% | -$670K | 1.82% | 1 |
|
2021
Q4 | $4.76M | Sell |
19,164
-242
| -1% | -$60.2K | 1.7% | 6 |
|
2021
Q3 | $3.87M | Buy |
19,406
+199
| +1% | +$39.7K | 1.54% | 11 |
|
2021
Q2 | $3.67M | Buy |
19,207
+136
| +0.7% | +$26K | 1.46% | 26 |
|
2021
Q1 | $3.72M | Buy |
19,071
+297
| +2% | +$57.9K | 1.54% | 13 |
|
2020
Q4 | $3.27M | Buy |
18,774
+567
| +3% | +$98.6K | 1.48% | 26 |
|
2020
Q3 | $2.71M | Buy |
18,207
+293
| +2% | +$43.6K | 1.44% | 34 |
|
2020
Q2 | $2.75M | Buy |
17,914
+737
| +4% | +$113K | 1.56% | 16 |
|
2020
Q1 | $2.32M | Buy |
17,177
+214
| +1% | +$28.9K | 1.75% | 14 |
|
2019
Q4 | $2.35M | Sell |
16,963
-137
| -0.8% | -$18.9K | 1.34% | 43 |
|
2019
Q3 | $2.34M | Buy |
17,100
+1,883
| +12% | +$257K | 1.41% | 40 |
|
2019
Q2 | $2.05M | Buy |
15,217
+1,699
| +13% | +$228K | 1.36% | 41 |
|
2019
Q1 | $1.58M | Buy |
13,518
+1,933
| +17% | +$226K | 1.15% | 53 |
|
2018
Q4 | $1.28M | Buy |
11,585
+292
| +3% | +$32.3K | 1.14% | 50 |
|
2018
Q3 | $1.5M | Buy |
11,293
+472
| +4% | +$62.6K | 1.2% | 49 |
|
2018
Q2 | $1.44M | Buy |
10,821
+781
| +8% | +$104K | 1.22% | 47 |
|
2018
Q1 | $1.41M | Buy |
10,040
+687
| +7% | +$96.8K | 1.24% | 44 |
|
2017
Q4 | $1.46M | Buy |
9,353
+2,615
| +39% | +$408K | 1.21% | 45 |
|
2017
Q3 | $1.04M | Buy |
+6,738
| New | +$1.04M | 0.92% | 56 |
|