Capital Advisors Ltd’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78K | Hold |
107
| – | – | 0.01% | 398 |
|
|
2025
Q1 | $72K | Sell |
107
-3
| -3% | -$2.02K | 0.01% | 395 |
|
|
2024
Q4 | $63K | Buy |
110
+13
| +13% | +$7.45K | 0.01% | 418 |
|
|
2024
Q3 | $48K | Sell |
97
-17
| -15% | -$8.41K | 0.01% | 461 |
|
|
2024
Q2 | $67K | Buy |
114
+15
| +15% | +$8.82K | 0.01% | 392 |
|
|
2024
Q1 | $53K | Buy |
99
+3
| +3% | +$1.61K | 0.01% | 431 |
|
|
2023
Q4 | $44K | Buy |
96
+3
| +3% | +$1.38K | 0.01% | 445 |
|
|
2023
Q3 | $40K | Buy |
93
+3
| +3% | +$1.29K | 0.01% | 447 |
|
|
2023
Q2 | $38K | Buy |
90
+85
| +1,700% | +$35.9K | 0.01% | 468 |
|
|
2023
Q1 | $2K | Sell |
5
-89
| -95% | -$35.6K | ﹤0.01% | 910 |
|
|
2022
Q4 | $6K | Buy |
94
+76
| +422% | +$4.85K | ﹤0.01% | 630 |
|
|
2022
Q3 | $6K | Buy |
18
+14
| +350% | +$4.67K | ﹤0.01% | 608 |
|
|
2022
Q2 | $1K | Buy |
4
+1
| +33% | +$250 | ﹤0.01% | 831 |
|
|
2022
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 749 |
|
|
2021
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 710 |
|
|
2015
Q3 | – | Sell |
-85
| Closed | -$19K | – | 340 |
|
|
2015
Q2 | $19K | Hold |
85
| – | – | 0.01% | 249 |
|
|
2015
Q1 | $19K | Hold |
85
| – | – | 0.01% | 236 |
|
|
2014
Q4 | $18K | Hold |
85
| – | – | 0.01% | 232 |
|
|
2014
Q3 | $16K | Hold |
85
| – | – | 0.01% | 240 |
|
|
2014
Q2 | $16K | Hold |
85
| – | – | 0.01% | 252 |
|
|
2014
Q1 | $15K | Hold |
85
| – | – | 0.01% | 254 |
|
|
2013
Q4 | $14K | Buy |
+85
| New | +$14K | 0.01% | 222 |
|