Certified Advisory Corp’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Hold |
710
| – | – | 0.05% | 198 |
|
|
2025
Q1 | $478K | Sell |
710
-5
| -0.7% | -$3.36K | 0.05% | 193 |
|
|
2024
Q4 | $408K | Sell |
715
-4
| -0.6% | -$2.28K | 0.04% | 218 |
|
|
2024
Q3 | $355K | Sell |
719
-18
| -2% | -$8.89K | 0.04% | 231 |
|
|
2024
Q2 | $430K | Buy |
737
+4
| +0.5% | +$2.34K | 0.05% | 196 |
|
|
2024
Q1 | $393K | Buy |
733
+1
| +0.1% | +$536 | 0.05% | 193 |
|
|
2023
Q4 | $339K | Buy |
732
+1
| +0.1% | +$463 | 0.05% | 203 |
|
|
2023
Q3 | $318K | Buy |
731
+245
| +50% | +$107K | 0.06% | 182 |
|
|
2023
Q2 | $208K | Buy |
+486
| New | +$208K | 0.04% | 218 |
|
|
2021
Q2 | – | Sell |
-504
| Closed | -$98K | – | 515 |
|
|
2021
Q1 | $98K | Buy |
+504
| New | +$98K | 0.03% | 259 |
|
|
2020
Q2 | $82K | Buy |
532
+2
| +0.4% | +$308 | 0.03% | 245 |
|
|
2020
Q1 | $72K | Buy |
530
+1
| +0.2% | +$136 | 0.03% | 237 |
|
|
2019
Q4 | $73K | Sell |
529
-345
| -39% | -$47.6K | 0.02% | 268 |
|
|
2019
Q3 | $119K | Sell |
874
-218
| -20% | -$29.7K | 0.04% | 220 |
|
|
2019
Q2 | $147K | Buy |
1,092
+1
| +0.1% | +$135 | 0.05% | 194 |
|
|
2019
Q1 | $128K | Buy |
1,091
+2
| +0.2% | +$235 | 0.05% | 194 |
|
|
2018
Q4 | $120K | Buy |
1,089
+122
| +13% | +$13.4K | 0.06% | 186 |
|
|
2018
Q3 | $128K | Buy |
967
+1
| +0.1% | +$132 | 0.06% | 184 |
|
|
2018
Q2 | $129K | Buy |
966
+2
| +0.2% | +$267 | 0.07% | 171 |
|
|
2018
Q1 | $135K | Buy |
964
+448
| +87% | +$62.7K | 0.08% | 168 |
|
|
2017
Q4 | $80K | Buy |
+516
| New | +$80K | 0.06% | 178 |
|