IEQ Capital’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $24M | Buy |
32,813
+4,022
| +14% | +$2.95M | 0.15% | 101 |
|
2025
Q1 | $19.4M | Buy |
28,791
+7,912
| +38% | +$5.32M | 0.15% | 95 |
|
2024
Q4 | $11.9M | Buy |
20,879
+12,251
| +142% | +$6.98M | 0.12% | 111 |
|
2024
Q3 | $4.27M | Buy |
8,628
+867
| +11% | +$429K | 0.05% | 221 |
|
2024
Q2 | $4.53M | Buy |
7,761
+861
| +12% | +$503K | 0.06% | 200 |
|
2024
Q1 | $3.7M | Buy |
6,900
+572
| +9% | +$307K | 0.05% | 227 |
|
2023
Q4 | $2.93M | Buy |
6,328
+621
| +11% | +$287K | 0.05% | 228 |
|
2023
Q3 | $2.48M | Sell |
5,707
-39
| -0.7% | -$17K | 0.05% | 224 |
|
2023
Q2 | $2.46M | Buy |
5,746
+411
| +8% | +$176K | 0.05% | 233 |
|
2023
Q1 | $1.9M | Sell |
5,335
-512
| -9% | -$182K | 0.04% | 261 |
|
2022
Q4 | $2.19M | Sell |
5,847
-32
| -0.5% | -$12K | 0.06% | 226 |
|
2022
Q3 | $2M | Buy |
5,879
+2,032
| +53% | +$691K | 0.05% | 231 |
|
2022
Q2 | $1.25M | Buy |
3,847
+49
| +1% | +$16K | 0.04% | 266 |
|
2022
Q1 | $1.16M | Buy |
3,798
+1,168
| +44% | +$357K | 0.03% | 298 |
|
2021
Q4 | $654K | Sell |
2,630
-369
| -12% | -$91.8K | 0.02% | 393 |
|
2021
Q3 | $598K | Buy |
2,999
+1,097
| +58% | +$219K | 0.02% | 385 |
|
2021
Q2 | $364K | Buy |
1,902
+401
| +27% | +$76.7K | 0.01% | 418 |
|
2021
Q1 | $293K | Buy |
+1,501
| New | +$293K | 0.01% | 364 |
|
2020
Q2 | – | Sell |
-1,839
| Closed | -$248K | – | 370 |
|
2020
Q1 | $248K | Buy |
+1,839
| New | +$248K | 0.02% | 306 |
|