Financial Counselors Inc’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,069
| Closed | -$719K | – | 332 |
|
2025
Q1 | $719K | Buy |
1,069
+153
| +17% | +$103K | 0.01% | 371 |
|
2024
Q4 | $522K | Hold |
916
| – | – | 0.01% | 408 |
|
2024
Q3 | $453K | Buy |
916
+39
| +4% | +$19.3K | 0.01% | 447 |
|
2024
Q2 | $512K | Sell |
877
-64
| -7% | -$37.4K | 0.01% | 399 |
|
2024
Q1 | $505K | Sell |
941
-85
| -8% | -$45.6K | 0.01% | 410 |
|
2023
Q4 | $475K | Sell |
1,026
-75
| -7% | -$34.7K | 0.01% | 414 |
|
2023
Q3 | $479K | Buy |
1,101
+380
| +53% | +$165K | 0.01% | 398 |
|
2023
Q2 | $308K | Sell |
721
-42
| -6% | -$17.9K | 0.01% | 420 |
|
2023
Q1 | $272K | Sell |
763
-164
| -18% | -$58.5K | 0.01% | 438 |
|
2022
Q4 | $348K | Buy |
+927
| New | +$348K | 0.01% | 413 |
|
2020
Q1 | – | Sell |
-1,496
| Closed | -$207K | – | 522 |
|
2019
Q4 | $207K | Sell |
1,496
-429
| -22% | -$59.4K | 0.01% | 512 |
|
2019
Q3 | $263K | Sell |
1,925
-509
| -21% | -$69.5K | 0.01% | 441 |
|
2019
Q2 | $327K | Sell |
2,434
-718
| -23% | -$96.5K | 0.01% | 384 |
|
2019
Q1 | $369K | Sell |
3,152
-127
| -4% | -$14.9K | 0.02% | 366 |
|
2018
Q4 | $362K | Sell |
3,279
-465
| -12% | -$51.3K | 0.02% | 350 |
|
2018
Q3 | $497K | Sell |
3,744
-97
| -3% | -$12.9K | 0.02% | 334 |
|
2018
Q2 | $512K | Buy |
3,841
+1,199
| +45% | +$160K | 0.02% | 330 |
|
2018
Q1 | $372K | Sell |
2,642
-42
| -2% | -$5.91K | 0.02% | 368 |
|
2017
Q4 | $419K | Hold |
2,684
| – | – | 0.02% | 356 |
|
2017
Q3 | $412K | Buy |
2,684
+129
| +5% | +$19.8K | 0.02% | 354 |
|
2017
Q2 | $420K | Buy |
2,555
+112
| +5% | +$18.4K | 0.02% | 356 |
|
2017
Q1 | $362K | Buy |
2,443
+705
| +41% | +$104K | 0.02% | 374 |
|
2016
Q4 | $244K | Buy |
+1,738
| New | +$244K | 0.01% | 427 |
|
2015
Q3 | – | Sell |
-1,012
| Closed | -$228K | – | 459 |
|
2015
Q2 | $228K | Buy |
1,012
+53
| +6% | +$11.9K | 0.01% | 405 |
|
2015
Q1 | $217K | Buy |
+959
| New | +$217K | 0.01% | 414 |
|
2014
Q3 | – | Sell |
-1,455
| Closed | -$271K | – | 442 |
|
2014
Q2 | $271K | Sell |
1,455
-622
| -30% | -$116K | 0.02% | 373 |
|
2014
Q1 | $367K | Buy |
2,077
+115
| +6% | +$20.3K | 0.03% | 343 |
|
2013
Q4 | $317K | Buy |
+1,962
| New | +$317K | 0.02% | 343 |
|