Howe & Rusling’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
1,536
-80
| -5% | -$58.6K | 0.08% | 118 |
|
|
2025
Q1 | $1.09M | Sell |
1,616
-415
| -20% | -$279K | 0.09% | 115 |
|
|
2024
Q4 | $1.16M | Sell |
2,031
-6,993
| -77% | -$3.99M | 0.1% | 106 |
|
|
2024
Q3 | $4.46M | Buy |
9,024
+17
| +0.2% | +$8.41K | 0.38% | 72 |
|
|
2024
Q2 | $5.26M | Buy |
9,007
+47
| +0.5% | +$27.5K | 0.48% | 68 |
|
|
2024
Q1 | $4.81M | Sell |
8,960
-2,083
| -19% | -$1.12M | 0.46% | 73 |
|
|
2023
Q4 | $5.11M | Sell |
11,043
-69
| -0.6% | -$31.9K | 0.54% | 63 |
|
|
2023
Q3 | $4.83M | Buy |
11,112
+236
| +2% | +$103K | 0.57% | 63 |
|
|
2023
Q2 | $4.65M | Sell |
10,876
-2,827
| -21% | -$1.21M | 0.52% | 62 |
|
|
2023
Q1 | $4.88M | Sell |
13,703
-29
| -0.2% | -$10.3K | 0.58% | 60 |
|
|
2022
Q4 | $5.15M | Buy |
13,732
+1,738
| +14% | +$652K | 0.65% | 52 |
|
|
2022
Q3 | $4.08M | Buy |
11,994
+236
| +2% | +$80.2K | 0.54% | 57 |
|
|
2022
Q2 | $3.84M | Buy |
11,758
+94
| +0.8% | +$30.7K | 0.49% | 63 |
|
|
2022
Q1 | $3.57M | Buy |
11,664
+110
| +1% | +$33.7K | 0.41% | 67 |
|
|
2021
Q4 | $2.87M | Buy |
11,554
+3,387
| +41% | +$842K | 0.34% | 74 |
|
|
2021
Q3 | $1.63M | Buy |
+8,167
| New | +$1.63M | 0.2% | 90 |
|
|
2020
Q4 | – | Sell |
-9
| Closed | -$1K | – | 973 |
|
|
2020
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 784 |
|
|
2020
Q2 | $1K | Buy |
9
+1
| +13% | +$111 | ﹤0.01% | 756 |
|
|
2020
Q1 | $1K | Sell |
8
-1
| -11% | -$125 | ﹤0.01% | 719 |
|
|
2019
Q4 | $1K | Sell |
9
-4
| -31% | -$444 | ﹤0.01% | 766 |
|
|
2019
Q3 | $2K | Sell |
13
-6
| -32% | -$923 | ﹤0.01% | 696 |
|
|
2019
Q2 | $3K | Sell |
19
-4
| -17% | -$632 | ﹤0.01% | 610 |
|
|
2019
Q1 | $3K | Hold |
23
| – | – | ﹤0.01% | 616 |
|
|
2018
Q4 | $3K | Sell |
23
-11
| -32% | -$1.44K | ﹤0.01% | 618 |
|
|
2018
Q3 | $5K | Sell |
34
-18
| -35% | -$2.65K | ﹤0.01% | 609 |
|
|
2018
Q2 | $7K | Buy |
52
+25
| +93% | +$3.37K | ﹤0.01% | 505 |
|
|
2018
Q1 | $4K | Sell |
27
-135
| -83% | -$20K | ﹤0.01% | 651 |
|
|
2017
Q4 | $25K | Buy |
+162
| New | +$25K | ﹤0.01% | 364 |
|
|
2017
Q2 | – | Sell |
-63
| Closed | -$9K | – | 1001 |
|
|
2017
Q1 | $9K | Hold |
63
| – | – | ﹤0.01% | 530 |
|
|
2016
Q4 | $9K | Hold |
63
| – | – | ﹤0.01% | 529 |
|
|
2016
Q3 | $11K | Buy |
+63
| New | +$11K | ﹤0.01% | 487 |
|
|
2016
Q1 | – | Sell |
-53
| Closed | -$10K | – | 1034 |
|
|
2015
Q4 | $10K | Hold |
53
| – | – | ﹤0.01% | 501 |
|
|
2015
Q3 | $10K | Sell |
53
-4
| -7% | -$755 | ﹤0.01% | 501 |
|
|
2015
Q2 | $13K | Sell |
57
-9
| -14% | -$2.05K | ﹤0.01% | 479 |
|
|
2015
Q1 | $15K | Sell |
66
-19
| -22% | -$4.32K | ﹤0.01% | 437 |
|
|
2014
Q4 | $18K | Sell |
85
-20
| -19% | -$4.24K | ﹤0.01% | 409 |
|
|
2014
Q3 | $20K | Buy |
105
+21
| +25% | +$4K | ﹤0.01% | 387 |
|
|
2014
Q2 | $16K | Sell |
84
-306
| -78% | -$58.3K | ﹤0.01% | 416 |
|
|
2014
Q1 | $69K | Buy |
390
+199
| +104% | +$35.2K | 0.02% | 267 |
|
|
2013
Q4 | $31K | Sell |
191
-33
| -15% | -$5.36K | 0.01% | 351 |
|
|
2013
Q3 | $29K | Buy |
224
+63
| +39% | +$8.16K | 0.01% | 418 |
|
|
2013
Q2 | $18K | Buy |
+161
| New | +$18K | 0.01% | 508 |
|