Capital Investment Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.57M | Buy |
3,506
+834
| +31% | +$611K | 0.05% | 195 |
|
2025
Q1 | $1.8M | Buy |
2,672
+293
| +12% | +$197K | 0.04% | 231 |
|
2024
Q4 | $1.36M | Buy |
2,379
+535
| +29% | +$305K | 0.03% | 267 |
|
2024
Q3 | $912K | Sell |
1,844
-82
| -4% | -$40.6K | 0.02% | 313 |
|
2024
Q2 | $1.13M | Sell |
1,926
-461
| -19% | -$269K | 0.03% | 271 |
|
2024
Q1 | $1.28M | Sell |
2,387
-29
| -1% | -$15.6K | 0.03% | 253 |
|
2023
Q4 | $1.12M | Sell |
2,416
-123
| -5% | -$57K | 0.03% | 259 |
|
2023
Q3 | $1.1M | Sell |
2,539
-2
| -0.1% | -$870 | 0.03% | 244 |
|
2023
Q2 | $1.09M | Sell |
2,541
-90
| -3% | -$38.5K | 0.03% | 233 |
|
2023
Q1 | $937K | Sell |
2,631
-141
| -5% | -$50.2K | 0.03% | 255 |
|
2022
Q4 | $1.04M | Sell |
2,772
-68
| -2% | -$25.5K | 0.03% | 245 |
|
2022
Q3 | $965K | Sell |
2,840
-270
| -9% | -$91.7K | 0.03% | 246 |
|
2022
Q2 | $1.02M | Sell |
3,110
-152
| -5% | -$49.6K | 0.03% | 247 |
|
2022
Q1 | $999K | Sell |
3,262
-143
| -4% | -$43.8K | 0.03% | 265 |
|
2021
Q4 | $846K | Sell |
3,405
-315
| -8% | -$78.3K | 0.03% | 298 |
|
2021
Q3 | $742K | Sell |
3,720
-1,303
| -26% | -$260K | 0.03% | 312 |
|
2021
Q2 | $961K | Sell |
5,023
-497
| -9% | -$95.1K | 0.03% | 276 |
|
2021
Q1 | $1.08M | Sell |
5,520
-634
| -10% | -$124K | 0.04% | 240 |
|
2020
Q4 | $1.07M | Buy |
6,154
+2,410
| +64% | +$419K | 0.04% | 233 |
|
2020
Q3 | $558K | Sell |
3,744
-279
| -7% | -$41.6K | 0.03% | 302 |
|
2020
Q2 | $617K | Buy |
4,023
+29
| +0.7% | +$4.45K | 0.03% | 286 |
|
2020
Q1 | $540K | Sell |
3,994
-1,160
| -23% | -$157K | 0.03% | 270 |
|
2019
Q4 | $713K | Sell |
5,154
-242
| -4% | -$33.5K | 0.03% | 277 |
|
2019
Q3 | $737K | Sell |
5,396
-1,363
| -20% | -$186K | 0.04% | 261 |
|
2019
Q2 | $908K | Sell |
6,759
-121
| -2% | -$16.3K | 0.05% | 238 |
|
2019
Q1 | $805K | Sell |
6,880
-79
| -1% | -$9.24K | 0.05% | 239 |
|
2018
Q4 | $769K | Sell |
6,959
-1,988
| -22% | -$220K | 0.05% | 235 |
|
2018
Q3 | $1.19M | Sell |
8,947
-138
| -2% | -$18.3K | 0.07% | 196 |
|
2018
Q2 | $1.21M | Buy |
9,085
+510
| +6% | +$68K | 0.08% | 188 |
|
2018
Q1 | $1.21M | Sell |
8,575
-791
| -8% | -$111K | 0.08% | 189 |
|
2017
Q4 | $1.46M | Sell |
9,366
-693
| -7% | -$108K | 0.1% | 168 |
|
2017
Q3 | $1.55M | Sell |
10,059
-127
| -1% | -$19.5K | 0.11% | 158 |
|
2017
Q2 | $1.68M | Sell |
10,186
-167
| -2% | -$27.5K | 0.12% | 146 |
|
2017
Q1 | $1.54M | Buy |
10,353
+223
| +2% | +$33.1K | 0.12% | 153 |
|
2016
Q4 | $1.42M | Buy |
10,130
+1,351
| +15% | +$190K | 0.12% | 160 |
|
2016
Q3 | $1.46M | Sell |
8,779
-284
| -3% | -$47.4K | 0.13% | 153 |
|
2016
Q2 | $1.69M | Hold |
9,063
| – | – | 0.16% | 125 |
|
2016
Q1 | $1.43M | Buy |
9,063
+5,099
| +129% | +$802K | 0.14% | 139 |
|
2015
Q4 | $782K | Buy |
3,964
+1,319
| +50% | +$260K | 0.08% | 188 |
|
2015
Q3 | $489K | Buy |
2,645
+58
| +2% | +$10.7K | 0.05% | 230 |
|
2015
Q2 | $582K | Buy |
2,587
+810
| +46% | +$182K | 0.06% | 224 |
|
2015
Q1 | $402K | Buy |
1,777
+107
| +6% | +$24.2K | 0.04% | 271 |
|
2014
Q4 | $347K | Buy |
1,670
+405
| +32% | +$84.2K | 0.04% | 288 |
|
2014
Q3 | $246K | Buy |
1,265
+29
| +2% | +$5.64K | 0.03% | 317 |
|
2014
Q2 | $230K | Buy |
+1,236
| New | +$230K | 0.03% | 338 |
|