Cetera Investment Advisers’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.7M | Buy |
37,812
+297
| +0.8% | +$218K | 0.05% | 405 |
|
|
2025
Q1 | $25.2M | Buy |
37,515
+3,847
| +11% | +$2.59M | 0.05% | 389 |
|
|
2024
Q4 | $19.2M | Sell |
33,668
-5,406
| -14% | -$3.08M | 0.04% | 445 |
|
|
2024
Q3 | $19.3M | Buy |
39,074
+2,835
| +8% | +$1.4M | 0.04% | 428 |
|
|
2024
Q2 | $21.2M | Sell |
36,239
-958
| -3% | -$560K | 0.05% | 379 |
|
|
2024
Q1 | $20M | Buy |
37,197
+21,981
| +144% | +$11.8M | 0.05% | 393 |
|
|
2023
Q4 | $7.04M | Sell |
15,216
-974
| -6% | -$451K | 0.06% | 331 |
|
|
2023
Q3 | $7.04M | Buy |
16,190
+20
| +0.1% | +$8.7K | 0.06% | 308 |
|
|
2023
Q2 | $6.91M | Buy |
16,170
+1,002
| +7% | +$428K | 0.06% | 310 |
|
|
2023
Q1 | $5.4M | Sell |
15,168
-240
| -2% | -$85.5K | 0.05% | 373 |
|
|
2022
Q4 | $5.78M | Buy |
15,408
+5,355
| +53% | +$2.01M | 0.05% | 341 |
|
|
2022
Q3 | $3.42M | Sell |
10,053
-2,796
| -22% | -$950K | 0.07% | 307 |
|
|
2022
Q2 | $4.19M | Buy |
12,849
+3,010
| +31% | +$982K | 0.07% | 302 |
|
|
2022
Q1 | $3.01M | Buy |
9,839
+1,490
| +18% | +$456K | 0.04% | 421 |
|
|
2021
Q4 | $2.08M | Sell |
8,349
-110
| -1% | -$27.3K | 0.03% | 546 |
|
|
2021
Q3 | $1.69M | Buy |
8,459
+692
| +9% | +$138K | 0.03% | 574 |
|
|
2021
Q2 | $1.49M | Buy |
7,767
+531
| +7% | +$102K | 0.02% | 621 |
|
|
2021
Q1 | $1.41M | Sell |
7,236
-82
| -1% | -$16K | 0.03% | 533 |
|
|
2020
Q4 | $1.27M | Buy |
+7,318
| New | +$1.27M | 0.03% | 584 |
|
|
2016
Q3 | – | Sell |
-1,278
| Closed | -$239K | – | 308 |
|
|
2016
Q2 | $239K | Sell |
1,278
-267
| -17% | -$49.9K | 0.09% | 250 |
|
|
2016
Q1 | $243K | Sell |
1,545
-435
| -22% | -$68.4K | 0.11% | 228 |
|
|
2015
Q4 | $391K | Buy |
+1,980
| New | +$391K | 0.18% | 153 |
|