Cobblestone Capital 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 | $969K | Buy |
1,323
+340
| +35% | +$249K | 0.05% | 143 |
|
|
2025
Q1 | $662K | Buy |
983
+3
| +0.3% | +$2.02K | 0.04% | 167 |
|
|
2024
Q4 | $559K | Sell |
980
-650
| -40% | -$370K | 0.03% | 178 |
|
|
2024
Q3 | $806K | Buy |
1,630
+50
| +3% | +$24.7K | 0.05% | 147 |
|
|
2024
Q2 | $923K | Buy |
1,580
+50
| +3% | +$29.2K | 0.06% | 135 |
|
|
2024
Q1 | $821K | Buy |
1,530
+20
| +1% | +$10.7K | 0.05% | 138 |
|
|
2023
Q4 | $699K | Hold |
1,510
| – | – | 0.05% | 150 |
|
|
2023
Q3 | $657K | Hold |
1,510
| – | – | 0.05% | 142 |
|
|
2023
Q2 | $645K | Sell |
1,510
-12
| -0.8% | -$5.13K | 0.05% | 149 |
|
|
2023
Q1 | $542K | Hold |
1,522
| – | – | 0.04% | 157 |
|
|
2022
Q4 | $571K | Hold |
1,522
| – | – | 0.04% | 155 |
|
|
2022
Q3 | $517K | Hold |
1,522
| – | – | 0.04% | 155 |
|
|
2022
Q2 | $496K | Hold |
1,522
| – | – | 0.04% | 164 |
|
|
2022
Q1 | $466K | Hold |
1,522
| – | – | 0.03% | 177 |
|
|
2021
Q4 | $378K | Hold |
1,522
| – | – | 0.02% | 197 |
|
|
2021
Q3 | $303K | Sell |
1,522
-5
| -0.3% | -$995 | 0.02% | 207 |
|
|
2021
Q2 | $292K | Sell |
1,527
-200
| -12% | -$38.2K | 0.02% | 219 |
|
|
2021
Q1 | $337K | Hold |
1,727
| – | – | 0.02% | 201 |
|
|
2020
Q4 | $300K | Buy |
1,727
+5
| +0.3% | +$869 | 0.02% | 208 |
|
|
2020
Q3 | $256K | Hold |
1,722
| – | – | 0.02% | 214 |
|
|
2020
Q2 | $264K | Hold |
1,722
| – | – | 0.02% | 206 |
|
|
2020
Q1 | $233K | Sell |
1,722
-1,350
| -44% | -$183K | 0.03% | 219 |
|
|
2019
Q4 | $425K | Buy |
+3,072
| New | +$425K | 0.04% | 182 |
|
|
2016
Q1 | – | Sell |
-1,173
| Closed | -$231K | – | 188 |
|
|
2015
Q4 | $231K | Buy |
+1,173
| New | +$231K | 0.03% | 170 |
|