Crewe 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 | $363K | Hold |
496
| – | – | 0.05% | 111 |
|
|
2025
Q1 | $334K | Buy |
496
+11
| +2% | +$7.4K | 0.05% | 104 |
|
|
2024
Q4 | $276K | Sell |
485
-13
| -3% | -$7.41K | 0.04% | 122 |
|
|
2024
Q3 | $246K | Sell |
498
-398
| -44% | -$197K | 0.03% | 133 |
|
|
2024
Q2 | $523K | Sell |
896
-12
| -1% | -$7.01K | 0.06% | 100 |
|
|
2024
Q1 | $487K | Buy |
+908
| New | +$487K | 0.06% | 101 |
|
|
2023
Q3 | – | Sell |
-186
| Closed | -$79.5K | – | 787 |
|
|
2023
Q2 | $79.5K | Buy |
186
+1
| +0.5% | +$427 | 0.01% | 225 |
|
|
2023
Q1 | $65.9K | Sell |
185
-71
| -28% | -$25.3K | 0.01% | 280 |
|
|
2022
Q4 | $96K | Sell |
256
-69
| -21% | -$25.9K | 0.02% | 221 |
|
|
2022
Q3 | $110K | Buy |
325
+27
| +9% | +$9.14K | 0.02% | 212 |
|
|
2022
Q2 | $97K | Buy |
298
+63
| +27% | +$20.5K | 0.02% | 216 |
|
|
2022
Q1 | $72K | Buy |
235
+50
| +27% | +$15.3K | 0.01% | 203 |
|
|
2021
Q4 | $46K | Hold |
185
| – | – | 0.01% | 194 |
|
|
2021
Q3 | $37K | Sell |
185
-53
| -22% | -$10.6K | 0.01% | 172 |
|
|
2021
Q2 | $46K | Sell |
238
-54
| -18% | -$10.4K | 0.01% | 160 |
|
|
2021
Q1 | $57K | Hold |
292
| – | – | 0.01% | 143 |
|
|
2020
Q4 | $51K | Sell |
292
-21
| -7% | -$3.67K | 0.02% | 140 |
|
|
2020
Q3 | $47K | Buy |
313
+128
| +69% | +$19.2K | 0.02% | 132 |
|
|
2020
Q2 | $28K | Hold |
185
| – | – | 0.01% | 130 |
|
|
2020
Q1 | $25K | Hold |
185
| – | – | 0.01% | 116 |
|
|
2019
Q4 | $26K | Hold |
185
| – | – | 0.01% | 140 |
|
|
2019
Q3 | $25K | Hold |
185
| – | – | 0.01% | 151 |
|
|
2019
Q2 | $25K | Hold |
185
| – | – | 0.01% | 173 |
|
|
2019
Q1 | $22K | Hold |
185
| – | – | 0.01% | 156 |
|
|
2018
Q4 | $20K | Hold |
185
| – | – | 0.01% | 159 |
|
|
2018
Q3 | $25K | Hold |
185
| – | – | 0.02% | 164 |
|
|
2018
Q2 | $25K | Hold |
185
| – | – | 0.02% | 164 |
|
|
2018
Q1 | $26K | Hold |
185
| – | – | 0.03% | 167 |
|
|
2017
Q4 | $29K | Buy |
+185
| New | +$29K | 0.03% | 164 |
|