First Foundation 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 | $469K | Hold |
640
| – | – | 0.02% | 241 |
|
|
2025
Q1 | $431K | Hold |
640
| – | – | 0.02% | 235 |
|
|
2024
Q4 | $365K | Hold |
640
| – | – | 0.01% | 260 |
|
|
2024
Q3 | $316K | Hold |
640
| – | – | 0.01% | 278 |
|
|
2024
Q2 | $374K | Sell |
640
-2
| -0.3% | -$1.17K | 0.01% | 257 |
|
|
2024
Q1 | $345K | Hold |
642
| – | – | 0.01% | 272 |
|
|
2023
Q4 | $297K | Sell |
642
-367
| -36% | -$170K | 0.01% | 289 |
|
|
2023
Q3 | $439K | Sell |
1,009
-26
| -3% | -$11.3K | 0.02% | 267 |
|
|
2023
Q2 | $442K | Buy |
1,035
+27
| +3% | +$11.5K | 0.02% | 261 |
|
|
2023
Q1 | $359K | Buy |
1,008
+27
| +3% | +$9.61K | 0.02% | 273 |
|
|
2022
Q4 | $368K | Buy |
981
+40
| +4% | +$15K | 0.02% | 283 |
|
|
2022
Q3 | $320K | Sell |
941
-6
| -0.6% | -$2.04K | 0.02% | 282 |
|
|
2022
Q2 | $309K | Buy |
947
+1
| +0.1% | +$326 | 0.01% | 305 |
|
|
2022
Q1 | $290K | Sell |
946
-3,366
| -78% | -$1.03M | 0.01% | 341 |
|
|
2021
Q4 | $1.07M | Buy |
+4,312
| New | +$1.07M | 0.04% | 194 |
|
|
2021
Q2 | – | Sell |
-1,050
| Closed | -$205K | – | 462 |
|
|
2021
Q1 | $205K | Sell |
1,050
-720
| -41% | -$141K | 0.01% | 394 |
|
|
2020
Q4 | $308K | Buy |
1,770
+33
| +2% | +$5.74K | 0.01% | 334 |
|
|
2020
Q3 | $259K | Buy |
1,737
+3
| +0.2% | +$447 | 0.01% | 317 |
|
|
2020
Q2 | $266K | Sell |
1,734
-1,179
| -40% | -$181K | 0.01% | 299 |
|
|
2020
Q1 | $394K | Buy |
+2,913
| New | +$394K | 0.02% | 250 |
|
|
2018
Q4 | – | Sell |
-1,644
| Closed | -$218K | – | 395 |
|
|
2018
Q3 | $218K | Sell |
1,644
-6
| -0.4% | -$796 | 0.01% | 323 |
|
|
2018
Q2 | $220K | Hold |
1,650
| – | – | 0.01% | 298 |
|
|
2018
Q1 | $232K | Sell |
1,650
-20
| -1% | -$2.81K | 0.01% | 289 |
|
|
2017
Q4 | $260K | Sell |
1,670
-254
| -13% | -$39.5K | 0.01% | 289 |
|
|
2017
Q3 | $296K | Buy |
1,924
+365
| +23% | +$56.2K | 0.02% | 247 |
|
|
2017
Q2 | $256K | Buy |
+1,559
| New | +$256K | 0.02% | 271 |
|