Great Valley Advisor Group’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Sell |
2,908
-539
| -16% | -$395K | 0.05% | 304 |
|
|
2025
Q1 | $2.32M | Sell |
3,447
-7,775
| -69% | -$5.23M | 0.05% | 284 |
|
|
2024
Q4 | $6.4M | Buy |
11,222
+724
| +7% | +$413K | 0.14% | 144 |
|
|
2024
Q3 | $5.19M | Buy |
10,498
+3,729
| +55% | +$1.84M | 0.13% | 163 |
|
|
2024
Q2 | $3.95M | Buy |
6,769
+4,361
| +181% | +$2.55M | 0.11% | 194 |
|
|
2024
Q1 | $1.29M | Sell |
2,408
-92
| -4% | -$49.4K | 0.04% | 329 |
|
|
2023
Q4 | $1.16M | Sell |
2,500
-1,007
| -29% | -$466K | 0.04% | 319 |
|
|
2023
Q3 | $1.52M | Buy |
3,507
+528
| +18% | +$230K | 0.06% | 255 |
|
|
2023
Q2 | $1.27M | Sell |
2,979
-59
| -2% | -$25.2K | 0.05% | 281 |
|
|
2023
Q1 | $1.08M | Buy |
3,038
+561
| +23% | +$200K | 0.05% | 292 |
|
|
2022
Q4 | $929K | Sell |
2,477
-157
| -6% | -$58.9K | 0.05% | 335 |
|
|
2022
Q3 | $895K | Sell |
2,634
-115
| -4% | -$39.1K | 0.05% | 322 |
|
|
2022
Q2 | $897K | Buy |
2,749
+1,152
| +72% | +$376K | 0.05% | 327 |
|
|
2022
Q1 | $485K | Sell |
1,597
-1
| -0.1% | -$304 | 0.03% | 395 |
|
|
2021
Q4 | $394K | Sell |
1,598
-146
| -8% | -$36K | 0.02% | 434 |
|
|
2021
Q3 | $348K | Sell |
1,744
-529
| -23% | -$106K | 0.02% | 429 |
|
|
2021
Q2 | $435K | Buy |
2,273
+380
| +20% | +$72.7K | 0.03% | 383 |
|
|
2021
Q1 | $369K | Sell |
1,893
-197
| -9% | -$38.4K | 0.04% | 361 |
|
|
2020
Q4 | $364K | Sell |
2,090
-394
| -16% | -$68.6K | 0.04% | 336 |
|
|
2020
Q3 | $370K | Buy |
2,484
+24
| +1% | +$3.58K | 0.05% | 296 |
|
|
2020
Q2 | $377K | Buy |
2,460
+32
| +1% | +$4.9K | 0.06% | 280 |
|
|
2020
Q1 | $329K | Buy |
2,428
+89
| +4% | +$12.1K | 0.09% | 225 |
|
|
2019
Q4 | $324K | Buy |
2,339
+52
| +2% | +$7.2K | 0.07% | 268 |
|
|
2019
Q3 | $313K | Sell |
2,287
-137
| -6% | -$18.8K | 0.08% | 258 |
|
|
2019
Q2 | $326K | Sell |
2,424
-165
| -6% | -$22.2K | 0.08% | 240 |
|
|
2019
Q1 | $303K | Sell |
2,589
-182
| -7% | -$21.3K | 0.1% | 223 |
|
|
2018
Q4 | $286K | Buy |
+2,771
| New | +$286K | 0.11% | 173 |
|