Excalibur Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
1,392
-5
| -0.4% | -$3.66K | 0.38% | 72 |
|
|
2025
Q1 | $940K | Sell |
1,397
-7
| -0.5% | -$4.71K | 0.37% | 73 |
|
|
2024
Q4 | $800K | Sell |
1,404
-18
| -1% | -$10.3K | 0.32% | 83 |
|
|
2024
Q3 | $703K | Sell |
1,422
-25
| -2% | -$12.4K | 0.27% | 89 |
|
|
2024
Q2 | $845K | Buy |
1,447
+3
| +0.2% | +$1.75K | 0.34% | 76 |
|
|
2024
Q1 | $775K | Buy |
1,444
+2
| +0.1% | +$1.07K | 0.33% | 79 |
|
|
2023
Q4 | $669K | Sell |
1,442
-85
| -6% | -$39.4K | 0.31% | 79 |
|
|
2023
Q3 | $664K | Sell |
1,527
-25
| -2% | -$10.9K | 0.35% | 75 |
|
|
2023
Q2 | $663K | Sell |
1,552
-10
| -0.6% | -$4.27K | 0.34% | 75 |
|
|
2023
Q1 | $556K | Sell |
1,562
-95
| -6% | -$33.8K | 0.29% | 84 |
|
|
2022
Q4 | $622K | Sell |
1,657
-10
| -0.6% | -$3.75K | 0.32% | 75 |
|
|
2022
Q3 | $567K | Hold |
1,667
| – | – | 0.32% | 76 |
|
|
2022
Q2 | $544K | Hold |
1,667
| – | – | 0.28% | 81 |
|
|
2022
Q1 | $510K | Hold |
1,667
| – | – | 0.22% | 96 |
|
|
2021
Q4 | $414K | Hold |
1,667
| – | – | 0.17% | 112 |
|
|
2021
Q3 | $332K | Hold |
1,667
| – | – | 0.15% | 124 |
|
|
2021
Q2 | $319K | Buy |
1,667
+22
| +1% | +$4.21K | 0.14% | 121 |
|
|
2021
Q1 | $321K | Buy |
1,645
+300
| +22% | +$58.5K | 0.16% | 121 |
|
|
2020
Q4 | $234K | Hold |
1,345
| – | – | 0.13% | 130 |
|
|
2020
Q3 | $200K | Hold |
1,345
| – | – | 0.12% | 125 |
|
|
2020
Q2 | $206K | Buy |
+1,345
| New | +$206K | 0.14% | 108 |
|