HM Payson & Co’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.52M | Sell |
3,743
-389
| -9% | -$262K | 0.04% | 142 |
|
|
2024
Q4 | $2.36M | Sell |
4,132
-2
| -0% | -$1.14K | 0.04% | 142 |
|
|
2024
Q3 | $2.04M | Sell |
4,134
-151
| -4% | -$74.7K | 0.04% | 153 |
|
|
2024
Q2 | $2.5M | Sell |
4,285
-490
| -10% | -$286K | 0.05% | 140 |
|
|
2024
Q1 | $2.56M | Sell |
4,775
-221
| -4% | -$119K | 0.05% | 140 |
|
|
2023
Q4 | $2.31M | Sell |
4,996
-650
| -12% | -$301K | 0.05% | 144 |
|
|
2023
Q3 | $2.46M | Buy |
5,646
+144
| +3% | +$62.6K | 0.06% | 139 |
|
|
2023
Q2 | $2.35M | Buy |
5,502
+4,062
| +282% | +$1.74M | 0.05% | 137 |
|
|
2023
Q1 | $513K | Hold |
1,440
| – | – | 0.01% | 245 |
|
|
2022
Q4 | $540K | Buy |
1,440
+11
| +0.8% | +$4.13K | 0.01% | 238 |
|
|
2022
Q3 | $486K | Hold |
1,429
| – | – | 0.01% | 246 |
|
|
2022
Q2 | $466K | Sell |
1,429
-7
| -0.5% | -$2.28K | 0.01% | 253 |
|
|
2022
Q1 | $440K | Buy |
1,436
+7
| +0.5% | +$2.15K | 0.01% | 285 |
|
|
2021
Q4 | $355K | Buy |
1,429
+590
| +70% | +$147K | 0.01% | 319 |
|
|
2021
Q3 | $167K | Hold |
839
| – | – | ﹤0.01% | 412 |
|
|
2021
Q2 | $160K | Hold |
839
| – | – | ﹤0.01% | 422 |
|
|
2021
Q1 | $164K | Hold |
839
| – | – | ﹤0.01% | 420 |
|
|
2020
Q4 | $146K | Sell |
839
-54
| -6% | -$9.4K | ﹤0.01% | 431 |
|
|
2020
Q3 | $133K | Hold |
893
| – | – | ﹤0.01% | 415 |
|
|
2020
Q2 | $137K | Sell |
893
-228
| -20% | -$35K | ﹤0.01% | 395 |
|
|
2020
Q1 | $152K | Buy |
1,121
+153
| +16% | +$20.7K | 0.01% | 357 |
|
|
2019
Q4 | $134K | Hold |
968
| – | – | ﹤0.01% | 438 |
|
|
2019
Q3 | $132K | Hold |
968
| – | – | ﹤0.01% | 450 |
|
|
2019
Q2 | $130K | Buy |
+968
| New | +$130K | ﹤0.01% | 463 |
|
|
2017
Q2 | – | Sell |
-3,032
| Closed | -$450K | – | 350 |
|
|
2017
Q1 | $450K | Buy |
+3,032
| New | +$450K | 0.02% | 237 |
|