Cerity Partners’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.3M | Buy |
57,774
+1,168
| +2% | +$856K | 0.08% | 215 |
|
|
2025
Q1 | $38.1M | Buy |
56,606
+11,693
| +26% | +$7.87M | 0.08% | 216 |
|
|
2024
Q4 | $24.8M | Buy |
44,913
+689
| +2% | +$381K | 0.05% | 273 |
|
|
2024
Q3 | $21.9M | Buy |
44,224
+3,127
| +8% | +$1.55M | 0.05% | 298 |
|
|
2024
Q2 | $24M | Sell |
41,097
-6,619
| -14% | -$3.87M | 0.06% | 247 |
|
|
2024
Q1 | $25.6M | Buy |
47,716
+12,625
| +36% | +$6.78M | 0.07% | 255 |
|
|
2023
Q4 | $16.3M | Buy |
35,091
+4,801
| +16% | +$2.22M | 0.05% | 279 |
|
|
2023
Q3 | $13.2M | Sell |
30,290
-7,681
| -20% | -$3.34M | 0.06% | 248 |
|
|
2023
Q2 | $16.2M | Buy |
37,971
+1,239
| +3% | +$530K | 0.06% | 265 |
|
|
2023
Q1 | $13.2M | Sell |
36,732
-377
| -1% | -$135K | 0.03% | 314 |
|
|
2022
Q4 | $13.9M | Buy |
37,109
+4,769
| +15% | +$1.79M | 0.09% | 212 |
|
|
2022
Q3 | $11M | Sell |
32,340
-433
| -1% | -$147K | 0.13% | 143 |
|
|
2022
Q2 | $10.7M | Buy |
32,773
+28,249
| +624% | +$9.23M | 0.12% | 155 |
|
|
2022
Q1 | $1.39M | Buy |
4,524
+1,843
| +69% | +$565K | 0.02% | 387 |
|
|
2021
Q4 | $662K | Buy |
2,681
+1,647
| +159% | +$407K | 0.01% | 520 |
|
|
2021
Q3 | $206K | Buy |
+1,034
| New | +$206K | ﹤0.01% | 643 |
|
|
2021
Q2 | – | Sell |
-1,043
| Closed | -$203K | – | 726 |
|
|
2021
Q1 | $203K | Sell |
1,043
-939
| -47% | -$183K | ﹤0.01% | 660 |
|
|
2020
Q4 | $345K | Buy |
1,982
+628
| +46% | +$109K | 0.01% | 487 |
|
|
2020
Q3 | $202K | Buy |
1,354
+23
| +2% | +$3.43K | 0.01% | 465 |
|
|
2020
Q2 | $204K | Sell |
1,331
-11,691
| -90% | -$1.79M | 0.01% | 421 |
|
|
2020
Q1 | $1.76M | Buy |
13,022
+1,979
| +18% | +$268K | 0.11% | 141 |
|
|
2019
Q4 | $1.53M | Buy |
11,043
+2,001
| +22% | +$277K | 0.08% | 190 |
|
|
2019
Q3 | $1.24M | Buy |
9,042
+269
| +3% | +$36.8K | 0.07% | 225 |
|
|
2019
Q2 | $1.18M | Buy |
+8,773
| New | +$1.18M | 0.07% | 212 |
|
|
2018
Q3 | – | Sell |
-2,859
| Closed | -$381K | – | 554 |
|
|
2018
Q2 | $381K | Buy |
2,859
+1,313
| +85% | +$175K | 0.03% | 375 |
|
|
2018
Q1 | $218K | Sell |
1,546
-1,955
| -56% | -$276K | 0.02% | 487 |
|
|
2017
Q4 | $546K | Sell |
3,501
-1,818
| -34% | -$284K | 0.04% | 322 |
|
|
2017
Q3 | $817K | Buy |
+5,319
| New | +$817K | 0.06% | 256 |
|
|
2017
Q2 | – | Sell |
-2,569
| Closed | -$381K | – | 408 |
|
|
2017
Q1 | $381K | Buy |
+2,569
| New | +$381K | 0.03% | 289 |
|