IFG Advisory’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
1,903
+40
| +2% | +$29.3K | 0.07% | 282 |
|
|
2025
Q1 | $1.25M | Buy |
1,863
+1,227
| +193% | +$826K | 0.07% | 282 |
|
|
2024
Q4 | $362K | Buy |
+636
| New | +$362K | 0.02% | 491 |
|
|
2024
Q3 | – | Sell |
-648
| Closed | -$379K | – | 529 |
|
|
2024
Q2 | $379K | Buy |
+648
| New | +$379K | 0.02% | 453 |
|
|
2024
Q1 | – | Sell |
-623
| Closed | -$288K | – | 493 |
|
|
2023
Q4 | $288K | Buy |
+623
| New | +$288K | 0.02% | 476 |
|
|
2022
Q2 | – | Sell |
-8,150
| Closed | -$2.5M | – | 506 |
|
|
2022
Q1 | $2.5M | Sell |
8,150
-173
| -2% | -$53K | 0.25% | 97 |
|
|
2021
Q4 | $2.07M | Buy |
8,323
+118
| +1% | +$29.3K | 0.2% | 119 |
|
|
2021
Q3 | $1.64M | Buy |
8,205
+204
| +3% | +$40.7K | 0.18% | 151 |
|
|
2021
Q2 | $1.53M | Sell |
8,001
-1,313
| -14% | -$251K | 0.17% | 152 |
|
|
2021
Q1 | $1.82M | Buy |
9,314
+294
| +3% | +$57.3K | 0.23% | 115 |
|
|
2020
Q4 | $1.57M | Buy |
9,020
+587
| +7% | +$102K | 0.22% | 116 |
|
|
2020
Q3 | $1.26M | Buy |
8,433
+574
| +7% | +$85.5K | 0.2% | 119 |
|
|
2020
Q2 | $1.21M | Sell |
7,859
-160
| -2% | -$24.5K | 0.22% | 110 |
|
|
2020
Q1 | $1.08M | Buy |
8,019
+748
| +10% | +$101K | 0.24% | 101 |
|
|
2019
Q4 | $1.01M | Buy |
7,271
+544
| +8% | +$75.2K | 0.18% | 133 |
|
|
2019
Q3 | $919K | Buy |
6,727
+513
| +8% | +$70.1K | 0.18% | 142 |
|
|
2019
Q2 | $835K | Buy |
6,214
+1,146
| +23% | +$154K | 0.15% | 142 |
|
|
2019
Q1 | $593K | Buy |
5,068
+398
| +9% | +$46.6K | 0.11% | 175 |
|
|
2018
Q4 | $515K | Sell |
4,670
-470
| -9% | -$51.8K | 0.12% | 172 |
|
|
2018
Q3 | $681K | Sell |
5,140
-401
| -7% | -$53.1K | 0.13% | 157 |
|
|
2018
Q2 | $739K | Sell |
5,541
-87
| -2% | -$11.6K | 0.15% | 139 |
|
|
2018
Q1 | $792K | Buy |
5,628
+919
| +20% | +$129K | 0.18% | 127 |
|
|
2017
Q4 | $734K | Buy |
+4,709
| New | +$734K | 0.17% | 135 |
|