Capital Advisors Inc’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $720K | Buy |
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|
2025
Q2 | $648K | Buy |
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|
2025
Q1 | $587K | Sell |
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|
2024
Q4 | $838K | Buy |
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|
2024
Q3 | $727K | Hold |
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|
2024
Q2 | $858K | Hold |
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|
2024
Q1 | $789K | Hold |
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|
2023
Q4 | $680K | Sell |
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|
2023
Q3 | $643K | Sell |
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|
2023
Q2 | $639K | Buy |
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|
2023
Q1 | $524K | Buy |
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|
2022
Q4 | $551K | Sell |
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|
2022
Q3 | $630K | Buy |
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|
2022
Q2 | $479K | Hold |
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|
2022
Q1 | $450K | Buy |
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|
2021
Q4 | $241K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $212K | Hold |
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|
2018
Q2 | $214K | Hold |
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|
2018
Q1 | $226K | Sell |
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|
2017
Q4 | $250K | Hold |
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|
2017
Q3 | $246K | Hold |
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|
2017
Q2 | $264K | Hold |
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|
2017
Q1 | $238K | Sell |
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|
2016
Q4 | $365K | Sell |
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|
2016
Q3 | $496K | Buy |
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|
2016
Q2 | $555K | Buy |
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