GW Henssler & Associates’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $547K | Sell |
746
-35
| -4% | -$25.6K | 0.03% | 124 |
|
|
2025
Q1 | $526K | Buy |
+781
| New | +$526K | 0.03% | 120 |
|
|
2022
Q2 | – | Sell |
-2,910
| Closed | -$891K | – | 247 |
|
|
2022
Q1 | $891K | Hold |
2,910
| – | – | 0.05% | 95 |
|
|
2021
Q4 | $723K | Buy |
+2,910
| New | +$723K | 0.05% | 104 |
|
|
2021
Q3 | – | Sell |
-3,127
| Closed | -$598K | – | 179 |
|
|
2021
Q2 | $598K | Buy |
3,127
+28
| +0.9% | +$5.36K | 0.04% | 109 |
|
|
2021
Q1 | $604K | Hold |
3,099
| – | – | 0.04% | 111 |
|
|
2020
Q4 | $539K | Buy |
3,099
+19
| +0.6% | +$3.31K | 0.04% | 111 |
|
|
2020
Q3 | $459K | Buy |
3,080
+35
| +1% | +$5.22K | 0.04% | 110 |
|
|
2020
Q2 | $467K | Sell |
3,045
-505
| -14% | -$77.5K | 0.04% | 100 |
|
|
2020
Q1 | $480K | Buy |
3,550
+241
| +7% | +$32.6K | 0.05% | 100 |
|
|
2019
Q4 | $458K | Buy |
3,309
+709
| +27% | +$98.1K | 0.04% | 144 |
|
|
2019
Q3 | $355K | Hold |
2,600
| – | – | 0.03% | 146 |
|
|
2019
Q2 | $349K | Buy |
+2,600
| New | +$349K | 0.03% | 170 |
|
|
2016
Q2 | – | Sell |
-7,861
| Closed | -$1.24M | – | 149 |
|
|
2016
Q1 | $1.24M | Sell |
7,861
-12,132
| -61% | -$1.91M | 0.15% | 93 |
|
|
2015
Q4 | $3.94M | Sell |
19,993
-8,069
| -29% | -$1.59M | 0.47% | 68 |
|
|
2015
Q3 | $5.19M | Sell |
28,062
-9,648
| -26% | -$1.79M | 0.6% | 68 |
|
|
2015
Q2 | $8.48M | Sell |
37,710
-14,502
| -28% | -$3.26M | 0.92% | 49 |
|
|
2015
Q1 | $11.8M | Sell |
52,212
-6,599
| -11% | -$1.49M | 1.37% | 27 |
|
|
2014
Q4 | $12.2M | Buy |
58,811
+916
| +2% | +$190K | 1.37% | 28 |
|
|
2014
Q3 | $11.3M | Buy |
57,895
+1,584
| +3% | +$308K | 1.37% | 30 |
|
|
2014
Q2 | $10.5M | Sell |
56,311
-1,433
| -2% | -$267K | 1.27% | 35 |
|
|
2014
Q1 | $10.2M | Buy |
57,744
+10,837
| +23% | +$1.91M | 1.2% | 36 |
|
|
2013
Q4 | $7.57M | Buy |
46,907
+645
| +1% | +$104K | 0.89% | 40 |
|
|
2013
Q3 | $5.94M | Buy |
46,262
+2,282
| +5% | +$293K | 0.77% | 43 |
|
|
2013
Q2 | $5.04M | Buy |
+43,980
| New | +$5.04M | 0.69% | 44 |
|