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