Chicago Partners Investment Group’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $763K | Buy |
1,069
+150
| +16% | +$107K | 0.02% | 461 |
|
|
2025
Q1 | $664K | Sell |
919
-343
| -27% | -$248K | 0.02% | 444 |
|
|
2024
Q4 | $745K | Buy |
1,262
+580
| +85% | +$342K | 0.02% | 408 |
|
|
2024
Q3 | $342K | Buy |
682
+99
| +17% | +$49.6K | 0.01% | 590 |
|
|
2024
Q2 | $355K | Buy |
583
+6
| +1% | +$3.66K | 0.01% | 549 |
|
|
2024
Q1 | $307K | Buy |
577
+6
| +1% | +$3.19K | 0.01% | 562 |
|
|
2023
Q4 | $277K | Buy |
571
+16
| +3% | +$7.76K | 0.01% | 562 |
|
|
2023
Q3 | $250K | Buy |
555
+5
| +0.9% | +$2.25K | 0.01% | 552 |
|
|
2023
Q2 | $227K | Sell |
550
-60
| -10% | -$24.8K | 0.01% | 598 |
|
|
2023
Q1 | $221K | Buy |
610
+2
| +0.3% | +$724 | 0.01% | 589 |
|
|
2022
Q4 | $221K | Buy |
608
+7
| +1% | +$2.55K | 0.01% | 558 |
|
|
2022
Q3 | $238K | Buy |
+601
| New | +$238K | 0.02% | 487 |
|
|
2021
Q4 | – | Sell |
-1,198
| Closed | -$267K | – | 589 |
|
|
2021
Q3 | $267K | Buy |
+1,198
| New | +$267K | 0.02% | 469 |
|
|
2018
Q4 | – | Sell |
-1,634
| Closed | -$197K | – | 663 |
|
|
2018
Q3 | $197K | Buy |
1,634
+14
| +0.9% | +$1.69K | 0.03% | 307 |
|
|
2018
Q2 | $216K | Buy |
1,620
+60
| +4% | +$8K | 0.03% | 266 |
|
|
2018
Q1 | $220K | Buy |
+1,560
| New | +$220K | 0.04% | 240 |
|
|
2016
Q1 | – | Sell |
-305
| Closed | -$60K | – | 467 |
|
|
2015
Q4 | $60K | Buy |
+305
| New | +$60K | 0.03% | 271 |
|
|
2015
Q2 | – | Sell |
-41
| Closed | -$9K | – | 477 |
|
|
2015
Q1 | $9K | Sell |
41
-34
| -45% | -$7.46K | ﹤0.01% | 359 |
|
|
2014
Q4 | $16K | Buy |
+75
| New | +$16K | 0.01% | 313 |
|