Freestone Capital Holdings’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.12M | Sell |
12,447
-1,676
| -12% | -$1.23M | 0.31% | 59 |
|
2025
Q1 | $9.5M | Buy |
14,123
+337
| +2% | +$227K | 0.35% | 53 |
|
2024
Q4 | $7.86M | Buy |
13,786
+58
| +0.4% | +$33.1K | 0.27% | 61 |
|
2024
Q3 | $6.79M | Buy |
13,728
+120
| +0.9% | +$59.3K | 0.23% | 71 |
|
2024
Q2 | $7.95M | Buy |
13,608
+106
| +0.8% | +$61.9K | 0.28% | 62 |
|
2024
Q1 | $7.25M | Buy |
13,502
+141
| +1% | +$75.7K | 0.27% | 67 |
|
2023
Q4 | $6.19M | Sell |
13,361
-151
| -1% | -$69.9K | 0.28% | 65 |
|
2023
Q3 | $5.88M | Sell |
13,512
-2,321
| -15% | -$1.01M | 0.31% | 60 |
|
2023
Q2 | $6.77M | Sell |
15,833
-289
| -2% | -$123K | 0.27% | 64 |
|
2023
Q1 | $5.74M | Sell |
16,122
-569
| -3% | -$203K | 0.25% | 62 |
|
2022
Q4 | $6.26M | Sell |
16,691
-1,247
| -7% | -$468K | 0.29% | 60 |
|
2022
Q3 | $6.1M | Sell |
17,938
-1,265
| -7% | -$430K | 0.28% | 59 |
|
2022
Q2 | $6.26M | Sell |
19,203
-4,240
| -18% | -$1.38M | 0.24% | 68 |
|
2022
Q1 | $7.18M | Sell |
23,443
-1,522
| -6% | -$466K | 0.29% | 78 |
|
2021
Q4 | $6.21M | Buy |
24,965
+645
| +3% | +$160K | 0.26% | 81 |
|
2021
Q3 | $4.85M | Buy |
24,320
+442
| +2% | +$88.1K | 0.24% | 93 |
|
2021
Q2 | $4.57M | Buy |
23,878
+182
| +0.8% | +$34.8K | 0.23% | 105 |
|
2021
Q1 | $4.62M | Buy |
23,696
+381
| +2% | +$74.3K | 0.25% | 102 |
|
2020
Q4 | $4.05M | Sell |
23,315
-341
| -1% | -$59.3K | 0.24% | 103 |
|
2020
Q3 | $3.52M | Sell |
23,656
-399
| -2% | -$59.4K | 0.23% | 94 |
|
2020
Q2 | $3.69K | Sell |
24,055
-3,852
| -14% | -$591 | 0.04% | 99 |
|
2020
Q1 | $3.78K | Sell |
27,907
-1,357
| -5% | -$184 | 0.08% | 86 |
|
2019
Q4 | $4.05K | Sell |
29,264
-2,431
| -8% | -$336 | 0.08% | 107 |
|
2019
Q3 | $4.33K | Sell |
31,695
-9,118
| -22% | -$1.25K | 0.1% | 90 |
|
2019
Q2 | $5.49K | Buy |
+40,813
| New | +$5.49K | 0.14% | 85 |
|
2017
Q2 | – | Sell |
-4,266
| Closed | -$632K | – | 334 |
|
2017
Q1 | $632K | Buy |
+4,266
| New | +$632K | 0.05% | 242 |
|
2016
Q4 | – | Sell |
-2,982
| Closed | -$497K | – | 340 |
|
2016
Q3 | $497K | Sell |
2,982
-185
| -6% | -$30.8K | 0.05% | 263 |
|
2016
Q2 | $591K | Buy |
+3,167
| New | +$591K | 0.06% | 229 |
|
2015
Q2 | – | Sell |
-1,512
| Closed | -$342K | – | 232 |
|
2015
Q1 | $342K | Buy |
1,512
+501
| +50% | +$113K | 0.05% | 148 |
|
2014
Q4 | $210K | Buy |
+1,011
| New | +$210K | 0.03% | 159 |
|
2014
Q3 | – | Sell |
-1,258
| Closed | -$234K | – | 160 |
|
2014
Q2 | $234K | Sell |
1,258
-78
| -6% | -$14.5K | 0.04% | 182 |
|
2014
Q1 | $236K | Sell |
1,336
-7,816
| -85% | -$1.38M | 0.04% | 169 |
|
2013
Q4 | $1.48M | Sell |
9,152
-6,459
| -41% | -$1.04M | 0.26% | 55 |
|
2013
Q3 | $1.79M | Buy |
15,611
+5,007
| +47% | +$575K | 0.32% | 56 |
|
2013
Q2 | $1.21M | Buy |
+10,604
| New | +$1.21M | 0.25% | 56 |
|