Global Retirement Partners’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Buy |
+3,165
| New | +$2.32M | 0.06% | 303 |
|
|
2024
Q4 | $2.65M | Buy |
4,653
+1,610
| +53% | +$918K | 0.08% | 251 |
|
|
2024
Q3 | $1.5M | Sell |
3,043
-97
| -3% | -$48K | 0.05% | 348 |
|
|
2024
Q2 | $1.83M | Buy |
3,140
+304
| +11% | +$178K | 0.06% | 285 |
|
|
2024
Q1 | $1.52M | Buy |
2,836
+88
| +3% | +$47.2K | 0.06% | 284 |
|
|
2023
Q4 | $1.34M | Buy |
2,748
+281
| +11% | +$137K | 0.06% | 280 |
|
|
2023
Q3 | $1.09M | Buy |
2,467
+77
| +3% | +$34K | 0.05% | 289 |
|
|
2023
Q2 | $1.02M | Sell |
2,390
-786
| -25% | -$336K | 0.05% | 318 |
|
|
2023
Q1 | $1.13M | Buy |
3,176
+206
| +7% | +$73K | 0.06% | 285 |
|
|
2022
Q4 | $1.11M | Buy |
2,970
+677
| +30% | +$254K | 0.08% | 248 |
|
|
2022
Q3 | $893K | Buy |
2,293
+59
| +3% | +$23K | 0.07% | 254 |
|
|
2022
Q2 | $729K | Buy |
2,234
+650
| +41% | +$212K | 0.06% | 297 |
|
|
2022
Q1 | $521K | Buy |
+1,584
| New | +$521K | 0.04% | 347 |
|
|
2021
Q4 | – | Sell |
-950
| Closed | -$189K | – | 1164 |
|
|
2021
Q3 | $189K | Buy |
950
+59
| +7% | +$11.7K | 0.02% | 484 |
|
|
2021
Q2 | $170K | Buy |
891
+409
| +85% | +$78K | 0.02% | 498 |
|
|
2021
Q1 | $94K | Buy |
482
+312
| +184% | +$60.8K | 0.01% | 586 |
|
|
2020
Q4 | $30K | Buy |
170
+39
| +30% | +$6.88K | ﹤0.01% | 902 |
|
|
2020
Q3 | $20K | Buy |
131
+17
| +15% | +$2.6K | ﹤0.01% | 930 |
|
|
2020
Q2 | $17K | Sell |
114
-17
| -13% | -$2.54K | ﹤0.01% | 955 |
|
|
2020
Q1 | $18K | Buy |
131
+11
| +9% | +$1.51K | ﹤0.01% | 831 |
|
|
2019
Q4 | $17K | Hold |
120
| – | – | ﹤0.01% | 1001 |
|
|
2019
Q3 | $16K | Buy |
120
+45
| +60% | +$6K | ﹤0.01% | 989 |
|
|
2019
Q2 | $10K | Hold |
75
| – | – | ﹤0.01% | 1109 |
|
|
2019
Q1 | $9K | Buy |
75
+11
| +17% | +$1.32K | ﹤0.01% | 1084 |
|
|
2018
Q4 | $7K | Buy |
64
+1
| +2% | +$109 | ﹤0.01% | 1068 |
|
|
2018
Q3 | $8K | Hold |
63
| – | – | ﹤0.01% | 1097 |
|
|
2018
Q2 | $8K | Hold |
63
| – | – | ﹤0.01% | 1064 |
|
|
2018
Q1 | $9K | Buy |
63
+44
| +232% | +$6.29K | ﹤0.01% | 994 |
|
|
2017
Q4 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 1230 |
|