CAPTRUST Financial 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 | $29.7M | Buy |
40,541
+844
| +2% | +$618K | 0.07% | 236 |
|
|
2025
Q1 | $26.7M | Buy |
39,697
+2,431
| +7% | +$1.64M | 0.07% | 237 |
|
|
2024
Q4 | $21.2M | Buy |
37,266
+1,736
| +5% | +$989K | 0.06% | 231 |
|
|
2024
Q3 | $17.6M | Sell |
35,530
-511
| -1% | -$253K | 0.05% | 264 |
|
|
2024
Q2 | $21M | Buy |
36,041
+1,978
| +6% | +$1.16M | 0.07% | 215 |
|
|
2024
Q1 | $18.3M | Sell |
34,063
-3,516
| -9% | -$1.89M | 0.07% | 236 |
|
|
2023
Q4 | $17.4M | Buy |
37,579
+5,484
| +17% | +$2.54M | 0.06% | 261 |
|
|
2023
Q3 | $14M | Sell |
32,095
-201
| -0.6% | -$87.4K | 0.05% | 268 |
|
|
2023
Q2 | $13.8M | Buy |
32,296
+1,303
| +4% | +$557K | 0.05% | 255 |
|
|
2023
Q1 | $11M | Sell |
30,993
-868
| -3% | -$309K | 0.05% | 280 |
|
|
2022
Q4 | $12M | Sell |
31,861
-437
| -1% | -$164K | 0.06% | 257 |
|
|
2022
Q3 | $11M | Buy |
32,298
+1,540
| +5% | +$523K | 0.06% | 248 |
|
|
2022
Q2 | $10M | Buy |
30,758
+3,252
| +12% | +$1.06M | 0.06% | 244 |
|
|
2022
Q1 | $8.43M | Buy |
27,506
+1,461
| +6% | +$448K | 0.05% | 260 |
|
|
2021
Q4 | $6.49M | Sell |
26,045
-2,274
| -8% | -$566K | 0.04% | 307 |
|
|
2021
Q3 | $5.66M | Sell |
28,319
-587
| -2% | -$117K | 0.05% | 300 |
|
|
2021
Q2 | $5.54M | Buy |
28,906
+974
| +3% | +$187K | 0.05% | 283 |
|
|
2021
Q1 | $5.46M | Buy |
27,932
+1,217
| +5% | +$238K | 0.06% | 257 |
|
|
2020
Q4 | $4.66M | Buy |
26,715
+1,317
| +5% | +$230K | 0.06% | 257 |
|
|
2020
Q3 | $3.73M | Sell |
25,398
-1,751
| -6% | -$257K | 0.06% | 249 |
|
|
2020
Q2 | $4.1M | Sell |
27,149
-36
| -0.1% | -$5.43K | 0.07% | 249 |
|
|
2020
Q1 | $3.62M | Sell |
27,185
-950
| -3% | -$126K | 0.08% | 236 |
|
|
2019
Q4 | $3.9M | Sell |
28,135
-633
| -2% | -$87.8K | 0.06% | 264 |
|
|
2019
Q3 | $3.94M | Sell |
28,768
-2,047
| -7% | -$281K | 0.14% | 144 |
|
|
2019
Q2 | $4.15M | Buy |
30,815
+10,357
| +51% | +$1.39M | 0.15% | 132 |
|
|
2019
Q1 | $2.4M | Sell |
20,458
-4,614
| -18% | -$542K | 0.1% | 171 |
|
|
2018
Q4 | $2.78M | Sell |
25,072
-1,999
| -7% | -$222K | 0.15% | 122 |
|
|
2018
Q3 | $3.6M | Buy |
27,071
+9,558
| +55% | +$1.27M | 0.16% | 99 |
|
|
2018
Q2 | $2.34M | Sell |
17,513
-19
| -0.1% | -$2.54K | 0.13% | 104 |
|
|
2018
Q1 | $2.45M | Sell |
17,532
-308
| -2% | -$43.1K | 0.15% | 97 |
|
|
2017
Q4 | $2.79M | Buy |
+17,840
| New | +$2.79M | 0.17% | 93 |
|