Clearstead Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Buy |
3,148
+1,478
| +89% | +$1.08M | 0.03% | 289 |
|
|
2025
Q1 | $1.12M | Sell |
1,670
-65
| -4% | -$43.7K | 0.02% | 384 |
|
|
2024
Q4 | $989K | Sell |
1,735
-580
| -25% | -$330K | 0.02% | 411 |
|
|
2024
Q3 | $1.14M | Buy |
2,315
+723
| +45% | +$357K | 0.02% | 395 |
|
|
2024
Q2 | $930K | Buy |
1,592
+591
| +59% | +$345K | 0.02% | 409 |
|
|
2024
Q1 | $555K | Sell |
1,001
-11
| -1% | -$6.1K | 0.03% | 301 |
|
|
2023
Q4 | $468K | Sell |
1,012
-960
| -49% | -$444K | 0.02% | 318 |
|
|
2023
Q3 | $858K | Buy |
1,972
+986
| +100% | +$429K | 0.02% | 325 |
|
|
2023
Q2 | $421K | Buy |
986
+198
| +25% | +$84.6K | 0.03% | 313 |
|
|
2023
Q1 | $281K | Buy |
788
+15
| +2% | +$5.34K | 0.02% | 348 |
|
|
2022
Q4 | $290K | Hold |
773
| – | – | 0.02% | 331 |
|
|
2022
Q3 | $263K | Buy |
773
+11
| +1% | +$3.74K | 0.02% | 326 |
|
|
2022
Q2 | $249K | Buy |
762
+27
| +4% | +$8.82K | 0.02% | 343 |
|
|
2022
Q1 | $225K | Hold |
735
| – | – | 0.02% | 384 |
|
|
2021
Q4 | $183K | Sell |
735
-11
| -1% | -$2.74K | 0.01% | 407 |
|
|
2021
Q3 | $149K | Buy |
746
+2
| +0.3% | +$399 | 0.01% | 415 |
|
|
2021
Q2 | $142K | Buy |
744
+9
| +1% | +$1.72K | 0.01% | 392 |
|
|
2021
Q1 | $143K | Hold |
735
| – | – | 0.01% | 378 |
|
|
2020
Q4 | $128K | Hold |
735
| – | – | 0.01% | 378 |
|
|
2020
Q3 | $109K | Buy |
735
+330
| +81% | +$48.9K | 0.01% | 361 |
|
|
2020
Q2 | $62K | Hold |
405
| – | – | 0.01% | 408 |
|
|
2020
Q1 | $55K | Buy |
+405
| New | +$55K | 0.01% | 395 |
|