Gradient Investments’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $300K | Sell |
410
-1
| -0.2% | -$733 | 0.01% | 318 |
|
2025
Q1 | $277K | Buy |
411
+1
| +0.2% | +$673 | 0.01% | 288 |
|
2024
Q4 | $234K | Hold |
410
| – | – | ﹤0.01% | 277 |
|
2024
Q3 | $203K | Buy |
410
+400
| +4,000% | +$198K | ﹤0.01% | 294 |
|
2024
Q2 | $5.88K | Sell |
10
-1
| -9% | -$588 | ﹤0.01% | 833 |
|
2024
Q1 | $5.91K | Sell |
11
-63
| -85% | -$33.8K | ﹤0.01% | 702 |
|
2023
Q4 | $34.3K | Sell |
74
-142
| -66% | -$65.7K | ﹤0.01% | 613 |
|
2023
Q3 | $93.9K | Buy |
216
+69
| +47% | +$30K | ﹤0.01% | 400 |
|
2023
Q2 | $62.8K | Sell |
147
-13
| -8% | -$5.56K | ﹤0.01% | 466 |
|
2023
Q1 | $57K | Sell |
160
-1
| -0.6% | -$356 | ﹤0.01% | 477 |
|
2022
Q4 | $60.4K | Buy |
161
+1
| +0.6% | +$375 | ﹤0.01% | 464 |
|
2022
Q3 | $54K | Sell |
160
-35
| -18% | -$11.8K | ﹤0.01% | 469 |
|
2022
Q2 | $64K | Buy |
195
+60
| +44% | +$19.7K | ﹤0.01% | 434 |
|
2022
Q1 | $41K | Hold |
135
| – | – | ﹤0.01% | 511 |
|
2021
Q4 | $34K | Hold |
135
| – | – | ﹤0.01% | 563 |
|
2021
Q3 | $27K | Hold |
135
| – | – | ﹤0.01% | 590 |
|
2021
Q2 | $26K | Hold |
135
| – | – | ﹤0.01% | 586 |
|
2021
Q1 | $26K | Hold |
135
| – | – | ﹤0.01% | 581 |
|
2020
Q4 | $20K | Hold |
135
| – | – | ﹤0.01% | 572 |
|
2020
Q3 | $20K | Hold |
135
| – | – | ﹤0.01% | 575 |
|
2020
Q2 | $21K | Hold |
135
| – | – | ﹤0.01% | 523 |
|
2020
Q1 | $18K | Sell |
135
-53
| -28% | -$7.07K | ﹤0.01% | 547 |
|
2019
Q4 | $26K | Hold |
188
| – | – | ﹤0.01% | 527 |
|
2019
Q3 | $26K | Buy |
188
+4
| +2% | +$553 | ﹤0.01% | 487 |
|
2019
Q2 | $25K | Buy |
184
+175
| +1,944% | +$23.8K | ﹤0.01% | 483 |
|
2019
Q1 | $1K | Sell |
9
-175
| -95% | -$19.4K | ﹤0.01% | 802 |
|
2018
Q4 | $20K | Sell |
184
-34
| -16% | -$3.7K | ﹤0.01% | 452 |
|
2018
Q3 | $29K | Sell |
218
-63
| -22% | -$8.38K | ﹤0.01% | 429 |
|
2018
Q2 | $37K | Sell |
281
-6
| -2% | -$790 | ﹤0.01% | 381 |
|
2018
Q1 | $40K | Buy |
287
+63
| +28% | +$8.78K | ﹤0.01% | 376 |
|
2017
Q4 | $35K | Buy |
+224
| New | +$35K | ﹤0.01% | 401 |
|
2017
Q3 | – | Sell |
-209
| Closed | -$34K | – | 516 |
|
2017
Q2 | $34K | Buy |
209
+175
| +515% | +$28.5K | ﹤0.01% | 346 |
|
2017
Q1 | $5K | Sell |
34
-26
| -43% | -$3.82K | ﹤0.01% | 616 |
|
2016
Q4 | $8K | Hold |
60
| – | – | ﹤0.01% | 485 |
|
2016
Q3 | $10K | Buy |
60
+9
| +18% | +$1.5K | ﹤0.01% | 452 |
|
2016
Q2 | $10K | Buy |
51
+26
| +104% | +$5.1K | ﹤0.01% | 428 |
|
2016
Q1 | $4K | Hold |
25
| – | – | ﹤0.01% | 566 |
|
2015
Q4 | $5K | Hold |
25
| – | – | ﹤0.01% | 492 |
|
2015
Q3 | $5K | Buy |
+25
| New | +$5K | ﹤0.01% | 452 |
|
2015
Q2 | – | Sell |
-49
| Closed | -$11K | – | 681 |
|
2015
Q1 | $11K | Buy |
+49
| New | +$11K | ﹤0.01% | 396 |
|
2014
Q3 | – | Sell |
-475
| Closed | -$88K | – | 507 |
|
2014
Q2 | $88K | Buy |
+475
| New | +$88K | 0.02% | 187 |
|