Hennessy Advisors Inc’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,100
| Closed | -$2.91M | – | 316 |
|
|
2024
Q4 | $2.91M | Sell |
5,100
-300
| -6% | -$171K | 0.09% | 198 |
|
|
2024
Q3 | $2.67M | Sell |
5,400
-100
| -2% | -$49.4K | 0.09% | 222 |
|
|
2024
Q2 | $3.21M | Sell |
5,500
-100
| -2% | -$58.4K | 0.12% | 178 |
|
|
2024
Q1 | $3.01M | Buy |
+5,600
| New | +$3.01M | 0.13% | 194 |
|
|
2023
Q1 | – | Sell |
-11,900
| Closed | -$4.46M | – | 259 |
|
|
2022
Q4 | $4.46M | Buy |
11,900
+200
| +2% | +$75K | 0.29% | 116 |
|
|
2022
Q3 | $3.98M | Buy |
11,700
+100
| +0.9% | +$34K | 0.27% | 123 |
|
|
2022
Q2 | $3.78M | Buy |
11,600
+1,100
| +10% | +$359K | 0.23% | 141 |
|
|
2022
Q1 | $3.21M | Buy |
+10,500
| New | +$3.21M | 0.17% | 176 |
|
|
2018
Q1 | – | Sell |
-14,300
| Closed | -$2.23M | – | 400 |
|
|
2017
Q4 | $2.23M | Hold |
14,300
| – | – | 0.07% | 232 |
|
|
2017
Q3 | $2.2M | Buy |
14,300
+500
| +4% | +$76.8K | 0.07% | 222 |
|
|
2017
Q2 | $2.27M | Sell |
13,800
-1,100
| -7% | -$181K | 0.07% | 210 |
|
|
2017
Q1 | $2.21M | Buy |
+14,900
| New | +$2.21M | 0.07% | 221 |
|
|
2014
Q4 | – | Sell |
-1,315
| Closed | -$256K | – | 303 |
|
|
2014
Q3 | $256K | Sell |
1,315
-85
| -6% | -$16.5K | 0.01% | 283 |
|
|
2014
Q2 | $261K | Buy |
+1,400
| New | +$261K | 0.01% | 289 |
|