Capital Analysts LLC’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Sell |
359
-100
| -22% | -$73.3K | 0.01% | 496 |
|
|
2025
Q1 | $309K | Buy |
459
+67
| +17% | +$45.1K | 0.01% | 448 |
|
|
2024
Q4 | $224K | Buy |
392
+108
| +38% | +$61.7K | 0.01% | 472 |
|
|
2024
Q3 | $140K | Hold |
284
| – | – | 0.01% | 532 |
|
|
2024
Q2 | $166K | Buy |
284
+2
| +0.7% | +$1.17K | 0.01% | 486 |
|
|
2024
Q1 | $151K | Hold |
282
| – | – | 0.01% | 487 |
|
|
2023
Q4 | $130K | Buy |
282
+1
| +0.4% | +$461 | 0.01% | 491 |
|
|
2023
Q3 | $122K | Buy |
281
+277
| +6,925% | +$120K | 0.01% | 454 |
|
|
2023
Q2 | $2K | Buy |
+4
| New | +$2K | ﹤0.01% | 945 |
|
|
2022
Q4 | – | Sell |
-13
| Closed | -$4K | – | 1125 |
|
|
2022
Q3 | $4K | Buy |
+13
| New | +$4K | ﹤0.01% | 918 |
|
|
2022
Q1 | – | Sell |
-200
| Closed | -$50K | – | 994 |
|
|
2021
Q4 | $50K | Hold |
200
| – | – | ﹤0.01% | 574 |
|
|
2021
Q3 | $40K | Sell |
200
-16
| -7% | -$3.2K | ﹤0.01% | 608 |
|
|
2021
Q2 | $41K | Buy |
216
+16
| +8% | +$3.04K | ﹤0.01% | 583 |
|
|
2021
Q1 | $39K | Buy |
+200
| New | +$39K | ﹤0.01% | 619 |
|
|
2017
Q4 | – | Sell |
-51
| Closed | -$8K | – | 466 |
|
|
2017
Q3 | $8K | Buy |
+51
| New | +$8K | ﹤0.01% | 402 |
|
|
2016
Q4 | – | Sell |
-278
| Closed | -$46.4K | – | 377 |
|
|
2016
Q3 | $46.4K | Sell |
278
-1,844
| -87% | -$307K | 0.01% | 265 |
|
|
2016
Q2 | $396K | Sell |
2,122
-130
| -6% | -$24.3K | 0.08% | 150 |
|
|
2016
Q1 | $354K | Buy |
2,252
+615
| +38% | +$96.7K | 0.07% | 155 |
|
|
2015
Q4 | $323K | Sell |
1,637
-7,972
| -83% | -$1.57M | 0.07% | 156 |
|
|
2015
Q3 | $1.78M | Buy |
9,609
+1,363
| +17% | +$252K | 0.34% | 76 |
|
|
2015
Q2 | $1.85M | Buy |
8,246
+280
| +4% | +$62.9K | 0.38% | 62 |
|
|
2015
Q1 | $1.8M | Buy |
7,966
+45
| +0.6% | +$10.2K | 0.38% | 59 |
|
|
2014
Q4 | $1.64M | Sell |
7,921
-231
| -3% | -$48K | 0.36% | 62 |
|
|
2014
Q3 | $1.59M | Sell |
8,152
-116
| -1% | -$22.6K | 0.37% | 64 |
|
|
2014
Q2 | $1.54M | Buy |
8,268
+85
| +1% | +$15.8K | 0.38% | 66 |
|
|
2014
Q1 | $1.44M | Sell |
8,183
-399
| -5% | -$70.5K | 0.38% | 73 |
|
|
2013
Q4 | $1.39M | Sell |
8,582
-1,595
| -16% | -$257K | 0.38% | 70 |
|
|
2013
Q3 | $1.31M | Buy |
10,177
+163
| +2% | +$20.9K | 0.39% | 59 |
|
|
2013
Q2 | $1.15M | Buy |
+10,014
| New | +$1.15M | 0.36% | 63 |
|