Capital Advisors Inc’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $648K | Buy |
885
+13
| +1% | +$9.52K | 0.01% | 182 |
|
|
2025
Q1 | $587K | Sell |
872
-599
| -41% | -$403K | 0.01% | 183 |
|
|
2024
Q4 | $838K | Buy |
1,471
+1
| +0.1% | +$570 | 0.02% | 150 |
|
|
2024
Q3 | $727K | Hold |
1,470
| – | – | 0.01% | 169 |
|
|
2024
Q2 | $858K | Hold |
1,470
| – | – | 0.02% | 156 |
|
|
2024
Q1 | $789K | Hold |
1,470
| – | – | 0.02% | 159 |
|
|
2023
Q4 | $680K | Sell |
1,470
-9
| -0.6% | -$4.17K | 0.02% | 179 |
|
|
2023
Q3 | $643K | Sell |
1,479
-17
| -1% | -$7.4K | 0.02% | 157 |
|
|
2023
Q2 | $639K | Buy |
1,496
+25
| +2% | +$10.7K | 0.02% | 160 |
|
|
2023
Q1 | $524K | Buy |
1,471
+1
| +0.1% | +$356 | 0.01% | 167 |
|
|
2022
Q4 | $551K | Sell |
1,470
-317
| -18% | -$119K | 0.02% | 170 |
|
|
2022
Q3 | $630K | Buy |
1,787
+317
| +22% | +$112K | 0.02% | 154 |
|
|
2022
Q2 | $479K | Hold |
1,470
| – | – | 0.01% | 169 |
|
|
2022
Q1 | $450K | Buy |
1,470
+500
| +52% | +$153K | 0.01% | 173 |
|
|
2021
Q4 | $241K | Buy |
+970
| New | +$241K | 0.01% | 223 |
|
|
2018
Q4 | – | Sell |
-1,601
| Closed | -$212K | – | 188 |
|
|
2018
Q3 | $212K | Hold |
1,601
| – | – | 0.01% | 174 |
|
|
2018
Q2 | $214K | Hold |
1,601
| – | – | 0.01% | 170 |
|
|
2018
Q1 | $226K | Sell |
1,601
-1
| -0.1% | -$141 | 0.01% | 170 |
|
|
2017
Q4 | $250K | Hold |
1,602
| – | – | 0.01% | 175 |
|
|
2017
Q3 | $246K | Hold |
1,602
| – | – | 0.02% | 170 |
|
|
2017
Q2 | $264K | Hold |
1,602
| – | – | 0.02% | 168 |
|
|
2017
Q1 | $238K | Sell |
1,602
-1,000
| -38% | -$149K | 0.02% | 172 |
|
|
2016
Q4 | $365K | Sell |
2,602
-371
| -12% | -$52K | 0.03% | 142 |
|
|
2016
Q3 | $496K | Buy |
2,973
+1
| +0% | +$167 | 0.07% | 88 |
|
|
2016
Q2 | $555K | Buy |
+2,972
| New | +$555K | 0.09% | 86 |
|