CIA
Cascade Investment Advisors’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-345
| Closed | -$232K | – | 112 |
|
|
2025
Q1 | $232K | Buy |
+345
| New | +$232K | 0.16% | 107 |
|
|
2024
Q3 | – | Sell |
-460
| Closed | -$269K | – | 116 |
|
|
2024
Q2 | $269K | Hold |
460
| – | – | 0.18% | 103 |
|
|
2024
Q1 | $247K | Hold |
460
| – | – | 0.16% | 109 |
|
|
2023
Q4 | $213K | Hold |
460
| – | – | 0.15% | 108 |
|
|
2023
Q3 | $200K | Buy |
+460
| New | +$200K | 0.16% | 105 |
|
|
2023
Q2 | – | Sell |
-450
| Closed | -$160K | – | 171 |
|
|
2023
Q1 | $160K | Buy |
+450
| New | +$160K | 0.13% | 109 |
|
|
2022
Q3 | – | Sell |
-450
| Closed | -$147K | – | 170 |
|
|
2022
Q2 | $147K | Hold |
450
| – | – | 0.12% | 116 |
|
|
2022
Q1 | $138K | Sell |
450
-6,186
| -93% | -$1.89M | 0.08% | 127 |
|
|
2021
Q4 | $1.65M | Sell |
6,636
-80
| -1% | -$19.9K | 0.97% | 36 |
|
|
2021
Q3 | $1.34M | Sell |
6,716
-20
| -0.3% | -$3.99K | 0.87% | 51 |
|
|
2021
Q2 | $1.29M | Buy |
6,736
+91
| +1% | +$17.4K | 0.81% | 63 |
|
|
2021
Q1 | $1.3M | Hold |
6,645
| – | – | 0.84% | 60 |
|
|
2020
Q4 | $1.16M | Hold |
6,645
| – | – | 0.85% | 56 |
|
|
2020
Q3 | $990K | Sell |
6,645
-10
| -0.2% | -$1.49K | 0.84% | 50 |
|
|
2020
Q2 | $1.02M | Sell |
6,655
-205
| -3% | -$31.5K | 0.96% | 41 |
|
|
2020
Q1 | $928K | Sell |
6,860
-150
| -2% | -$20.3K | 1.02% | 37 |
|
|
2019
Q4 | $970K | Sell |
7,010
-450
| -6% | -$62.2K | 0.74% | 63 |
|
|
2019
Q3 | $1.02M | Buy |
7,460
+180
| +2% | +$24.6K | 0.79% | 61 |
|
|
2019
Q2 | $978K | Buy |
7,280
+120
| +2% | +$16.1K | 0.83% | 62 |
|
|
2019
Q1 | $838K | Buy |
7,160
+255
| +4% | +$29.9K | 0.75% | 72 |
|
|
2018
Q4 | $763K | Buy |
6,905
+260
| +4% | +$28.7K | 0.77% | 66 |
|
|
2018
Q3 | $881K | Buy |
6,645
+345
| +5% | +$45.8K | 0.75% | 70 |
|
|
2018
Q2 | $840K | Sell |
6,300
-985
| -14% | -$131K | 0.75% | 68 |
|
|
2018
Q1 | $1.03M | Buy |
7,285
+345
| +5% | +$48.6K | 0.81% | 56 |
|
|
2017
Q4 | $1.08M | Buy |
6,940
+280
| +4% | +$43.7K | 0.86% | 56 |
|
|
2017
Q3 | $1.02M | Buy |
6,660
+6,640
| +33,200% | +$1.02M | 0.85% | 57 |
|
|
2017
Q2 | $3.29K | Hold |
20
| – | – | ﹤0.01% | 175 |
|
|
2017
Q1 | $2.97K | Buy |
20
+5
| +33% | +$741 | ﹤0.01% | 163 |
|
|
2016
Q4 | $2.11K | Buy |
+15
| New | +$2.11K | ﹤0.01% | 194 |
|
|
2016
Q2 | $2.8K | Buy |
+15
| New | +$2.8K | ﹤0.01% | 166 |
|