Gladstone Institutional Advisory’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Sell |
368
-54
| -13% | -$39.6K | 0.01% | 630 |
|
|
2025
Q1 | $284K | Sell |
422
-1,066
| -72% | -$718K | 0.01% | 601 |
|
|
2024
Q4 | $848K | Buy |
1,488
+579
| +64% | +$330K | 0.04% | 356 |
|
|
2024
Q3 | $450K | Sell |
909
-6,596
| -88% | -$3.26M | 0.02% | 481 |
|
|
2024
Q2 | $4.38M | Buy |
7,505
+182
| +2% | +$106K | 0.23% | 119 |
|
|
2024
Q1 | $3.93M | Buy |
7,323
+742
| +11% | +$398K | 0.22% | 129 |
|
|
2023
Q4 | $3.05M | Buy |
+6,581
| New | +$3.05M | 0.17% | 149 |
|
|
2023
Q1 | – | Sell |
-12,959
| Closed | -$4.86M | – | 692 |
|
|
2022
Q4 | $4.86M | Buy |
+12,959
| New | +$4.86M | 0.34% | 76 |
|