CIA
Choate Investment Advisors’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Sell |
2,343
-7
| -0.3% | -$5.13K | 0.04% | 152 |
|
|
2025
Q1 | $1.58M | Sell |
2,350
-11
| -0.5% | -$7.4K | 0.04% | 150 |
|
|
2024
Q4 | $1.35M | Buy |
2,361
+123
| +5% | +$70.1K | 0.03% | 163 |
|
|
2024
Q3 | $1.11M | Buy |
2,238
+39
| +2% | +$19.3K | 0.03% | 188 |
|
|
2024
Q2 | $1.28M | Hold |
2,199
| – | – | 0.03% | 168 |
|
|
2024
Q1 | $1.18M | Sell |
2,199
-12
| -0.5% | -$6.44K | 0.03% | 182 |
|
|
2023
Q4 | $1.02M | Sell |
2,211
-21
| -0.9% | -$9.72K | 0.03% | 183 |
|
|
2023
Q3 | $971K | Buy |
2,232
+398
| +22% | +$173K | 0.04% | 166 |
|
|
2023
Q2 | $784K | Buy |
1,834
+205
| +13% | +$87.6K | 0.03% | 166 |
|
|
2023
Q1 | $580K | Sell |
1,629
-35
| -2% | -$12.5K | 0.03% | 173 |
|
|
2022
Q4 | $624K | Sell |
1,664
-38
| -2% | -$14.3K | 0.04% | 163 |
|
|
2022
Q3 | $578K | Hold |
1,702
| – | – | 0.04% | 144 |
|
|
2022
Q2 | $555K | Hold |
1,702
| – | – | 0.03% | 158 |
|
|
2022
Q1 | $521K | Sell |
1,702
-55
| -3% | -$16.8K | 0.03% | 193 |
|
|
2021
Q4 | $437K | Hold |
1,757
| – | – | 0.03% | 198 |
|
|
2021
Q3 | $350K | Sell |
1,757
-80
| -4% | -$15.9K | 0.02% | 205 |
|
|
2021
Q2 | $351K | Sell |
1,837
-584
| -24% | -$112K | 0.02% | 205 |
|
|
2021
Q1 | $472K | Sell |
2,421
-290
| -11% | -$56.5K | 0.03% | 180 |
|
|
2020
Q4 | $471K | Sell |
2,711
-10
| -0.4% | -$1.74K | 0.03% | 170 |
|
|
2020
Q3 | $405K | Hold |
2,721
| – | – | 0.03% | 177 |
|
|
2020
Q2 | $417K | Hold |
2,721
| – | – | 0.03% | 168 |
|
|
2020
Q1 | $368K | Sell |
2,721
-23
| -0.8% | -$3.11K | 0.03% | 177 |
|
|
2019
Q4 | $380K | Sell |
2,744
-226
| -8% | -$31.3K | 0.02% | 176 |
|
|
2019
Q3 | $406K | Buy |
2,970
+37
| +1% | +$5.06K | 0.03% | 170 |
|
|
2019
Q2 | $394K | Sell |
2,933
-55
| -2% | -$7.39K | 0.02% | 175 |
|
|
2019
Q1 | $350K | Sell |
2,988
-103
| -3% | -$12.1K | 0.02% | 186 |
|
|
2018
Q4 | $341K | Buy |
3,091
+130
| +4% | +$14.3K | 0.02% | 172 |
|
|
2018
Q3 | $393K | Sell |
2,961
-15
| -0.5% | -$1.99K | 0.02% | 153 |
|
|
2018
Q2 | $397K | Sell |
2,976
-63
| -2% | -$8.4K | 0.02% | 167 |
|
|
2018
Q1 | $428K | Sell |
3,039
-100
| -3% | -$14.1K | 0.02% | 176 |
|
|
2017
Q4 | $490K | Hold |
3,139
| – | – | 0.03% | 173 |
|
|
2017
Q3 | $482K | Hold |
3,139
| – | – | 0.03% | 174 |
|
|
2017
Q2 | $516K | Sell |
3,139
-876
| -22% | -$144K | 0.03% | 164 |
|
|
2017
Q1 | $595K | Hold |
4,015
| – | – | 0.03% | 156 |
|
|
2016
Q4 | $564K | Buy |
4,015
+430
| +12% | +$60.4K | 0.04% | 151 |
|
|
2016
Q3 | $598K | Buy |
3,585
+5
| +0.1% | +$834 | 0.04% | 144 |
|
|
2016
Q2 | $668K | Sell |
3,580
-30
| -0.8% | -$5.6K | 0.05% | 126 |
|
|
2016
Q1 | $568K | Buy |
3,610
+1,279
| +55% | +$201K | 0.04% | 140 |
|
|
2015
Q4 | $484K | Sell |
2,331
-277
| -11% | -$57.5K | 0.04% | 170 |
|
|
2015
Q3 | $483K | Buy |
2,608
+211
| +9% | +$39K | 0.03% | 158 |
|
|
2015
Q2 | $539K | Buy |
2,397
+1
| +0% | +$225 | 0.03% | 156 |
|
|
2015
Q1 | $542K | Buy |
2,396
+65
| +3% | +$14.7K | 0.03% | 164 |
|
|
2014
Q4 | $484K | Buy |
2,331
+45
| +2% | +$9.34K | 0.03% | 171 |
|
|
2014
Q3 | $445K | Sell |
2,286
-429
| -16% | -$83.5K | 0.03% | 180 |
|
|
2014
Q2 | $506K | Sell |
2,715
-69
| -2% | -$12.8K | 0.03% | 178 |
|
|
2014
Q1 | $492K | Hold |
2,784
| – | – | 0.03% | 179 |
|
|
2013
Q4 | $449K | Buy |
2,784
+358
| +15% | +$57.8K | 0.03% | 188 |
|
|
2013
Q3 | $311K | Sell |
2,426
-100
| -4% | -$12.8K | 0.02% | 213 |
|
|
2013
Q2 | $289K | Buy |
+2,526
| New | +$289K | 0.02% | 216 |
|