Chesley Taft & Associates’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $590K | Hold |
805
| – | – | 0.03% | 250 |
|
|
2025
Q1 | $542K | Buy |
805
+158
| +24% | +$106K | 0.03% | 246 |
|
|
2024
Q4 | $369K | Hold |
647
| – | – | 0.02% | 273 |
|
|
2024
Q3 | $320K | Hold |
647
| – | – | 0.02% | 282 |
|
|
2024
Q2 | $378K | Hold |
647
| – | – | 0.02% | 263 |
|
|
2024
Q1 | $347K | Hold |
647
| – | – | 0.02% | 276 |
|
|
2023
Q4 | $300K | Hold |
647
| – | – | 0.02% | 279 |
|
|
2023
Q3 | $281K | Hold |
647
| – | – | 0.02% | 267 |
|
|
2023
Q2 | $276K | Hold |
647
| – | – | 0.02% | 271 |
|
|
2023
Q1 | $230K | Hold |
647
| – | – | 0.02% | 279 |
|
|
2022
Q4 | $243K | Sell |
647
-645
| -50% | -$242K | 0.02% | 273 |
|
|
2022
Q3 | $439K | Buy |
1,292
+110
| +9% | +$37.4K | 0.03% | 221 |
|
|
2022
Q2 | $386K | Buy |
1,182
+227
| +24% | +$74.1K | 0.03% | 245 |
|
|
2022
Q1 | $308K | Buy |
+955
| New | +$308K | 0.02% | 262 |
|
|
2016
Q1 | – | Sell |
-46,684
| Closed | -$9.21M | – | 251 |
|
|
2015
Q4 | $9.21M | Sell |
46,684
-5,685
| -11% | -$1.12M | 0.97% | 38 |
|
|
2015
Q3 | $9.69M | Hold |
52,369
| – | – | 1.06% | 33 |
|
|
2015
Q2 | $11.8M | Sell |
52,369
-200
| -0.4% | -$45K | 1.2% | 25 |
|
|
2015
Q1 | $11.9M | Hold |
52,569
| – | – | 1.22% | 25 |
|
|
2014
Q4 | $10.9M | Sell |
52,569
-100
| -0.2% | -$20.8K | 1.1% | 36 |
|
|
2014
Q3 | $10.3M | Sell |
52,669
-30
| -0.1% | -$5.84K | 1.07% | 34 |
|
|
2014
Q2 | $9.81M | Sell |
52,699
-300
| -0.6% | -$55.9K | 1.01% | 36 |
|
|
2014
Q1 | $9.36M | Sell |
52,999
-682
| -1% | -$120K | 1% | 34 |
|
|
2013
Q4 | $8.66M | Sell |
53,681
-276
| -0.5% | -$44.5K | 0.86% | 41 |
|
|
2013
Q3 | $6.92M | Buy |
53,957
+2,307
| +4% | +$296K | 0.75% | 47 |
|
|
2013
Q2 | $5.91M | Buy |
+51,650
| New | +$5.91M | 0.69% | 45 |
|