Edgestream Partners’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.14M | Sell |
4,285
-6,967
| -62% | -$5.11M | 0.09% | 425 |
|
|
2025
Q1 | $7.57M | Buy |
11,252
+10,281
| +1,059% | +$6.92M | 0.26% | 105 |
|
|
2024
Q4 | $553K | Sell |
971
-228
| -19% | -$130K | 0.02% | 672 |
|
|
2024
Q3 | $593K | Sell |
1,199
-11,752
| -91% | -$5.81M | 0.03% | 669 |
|
|
2024
Q2 | $7.56M | Sell |
12,951
-6,832
| -35% | -$3.99M | 0.36% | 36 |
|
|
2024
Q1 | $10.6M | Buy |
19,783
+19,058
| +2,629% | +$10.2M | 0.53% | 8 |
|
|
2023
Q4 | $336K | Sell |
725
-526
| -42% | -$244K | 0.02% | 693 |
|
|
2023
Q3 | $544K | Buy |
+1,251
| New | +$544K | 0.04% | 573 |
|
|
2023
Q2 | – | Sell |
-12,779
| Closed | -$4.55M | – | 828 |
|
|
2023
Q1 | $4.55M | Buy |
12,779
+756
| +6% | +$269K | 0.5% | 28 |
|
|
2022
Q4 | $4.51M | Buy |
12,023
+6,099
| +103% | +$2.29M | 0.51% | 38 |
|
|
2022
Q3 | $2.01M | Buy |
+5,924
| New | +$2.01M | 0.16% | 193 |
|
|
2022
Q1 | – | Sell |
-4,841
| Closed | -$1.2M | – | 598 |
|
|
2021
Q4 | $1.2M | Buy |
+4,841
| New | +$1.2M | 0.08% | 290 |
|
|
2016
Q2 | – | Sell |
-5,227
| Closed | -$822K | – | 65 |
|
|
2016
Q1 | $822K | Buy |
+5,227
| New | +$822K | 0.93% | 31 |
|
|
2015
Q2 | – | Sell |
-1,703
| Closed | -$385K | – | 120 |
|
|
2015
Q1 | $385K | Buy |
+1,703
| New | +$385K | 0.5% | 51 |
|
|
2014
Q4 | – | Sell |
-1,150
| Closed | -$224K | – | 76 |
|
|
2014
Q3 | $224K | Buy |
+1,150
| New | +$224K | 0.2% | 74 |
|