Foundations Investment 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 | $1.72M | Sell |
2,343
-88
| -4% | -$64.5K | 0.03% | 330 |
|
|
2025
Q1 | $1.64M | Sell |
2,431
-22,190
| -90% | -$14.9M | 0.03% | 321 |
|
|
2024
Q4 | $14M | Buy |
24,621
+4,320
| +21% | +$2.46M | 0.27% | 84 |
|
|
2024
Q3 | $10M | Buy |
20,301
+4,134
| +26% | +$2.04M | 0.21% | 100 |
|
|
2024
Q2 | $9.44M | Buy |
16,167
+3,498
| +28% | +$2.04M | 0.23% | 86 |
|
|
2024
Q1 | $6.8M | Buy |
12,669
+2,522
| +25% | +$1.35M | 0.18% | 102 |
|
|
2023
Q4 | $5.09M | Buy |
10,147
+3,621
| +55% | +$1.82M | 0.14% | 120 |
|
|
2023
Q3 | $2.84M | Buy |
6,526
+2,002
| +44% | +$871K | 0.09% | 180 |
|
|
2023
Q2 | $1.93M | Buy |
4,524
+1,617
| +56% | +$691K | 0.06% | 197 |
|
|
2023
Q1 | $1.04M | Buy |
2,907
+1,235
| +74% | +$440K | 0.04% | 235 |
|
|
2022
Q4 | $627K | Buy |
1,672
+515
| +45% | +$193K | 0.03% | 250 |
|
|
2022
Q3 | $393K | Buy |
+1,157
| New | +$393K | 0.02% | 286 |
|