IFP Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
2,655
+817
| +44% | +$604K | 0.06% | 358 |
|
|
2025
Q1 | $1.24M | Sell |
1,838
-569
| -24% | -$383K | 0.04% | 502 |
|
|
2024
Q4 | $1.37M | Buy |
2,407
+1,085
| +82% | +$619K | 0.04% | 443 |
|
|
2024
Q3 | $654K | Buy |
1,322
+68
| +5% | +$33.7K | 0.02% | 597 |
|
|
2024
Q2 | $733K | Buy |
1,254
+156
| +14% | +$91.2K | 0.03% | 530 |
|
|
2024
Q1 | $590K | Buy |
1,098
+316
| +40% | +$170K | 0.03% | 562 |
|
|
2023
Q4 | $362K | Sell |
782
-686
| -47% | -$318K | 0.02% | 698 |
|
|
2023
Q3 | $638K | Sell |
1,468
-6
| -0.4% | -$2.61K | 0.03% | 512 |
|
|
2023
Q2 | $630K | Buy |
1,474
+45
| +3% | +$19.2K | 0.03% | 571 |
|
|
2023
Q1 | $203K | Sell |
1,429
-1,883
| -57% | -$268K | 0.01% | 941 |
|
|
2022
Q4 | $519K | Sell |
3,312
-162
| -5% | -$25.4K | 0.01% | 879 |
|
|
2022
Q3 | $539K | Buy |
3,474
+134
| +4% | +$20.8K | 0.01% | 897 |
|
|
2022
Q2 | $512K | Hold |
3,340
| – | – | 0.02% | 840 |
|
|
2022
Q1 | $512K | Buy |
3,340
+2,029
| +155% | +$311K | 0.02% | 840 |
|
|
2021
Q4 | $326K | Sell |
1,311
-768
| -37% | -$191K | 0.01% | 740 |
|
|
2021
Q3 | $416K | Sell |
2,079
-154
| -7% | -$30.8K | 0.01% | 620 |
|
|
2021
Q2 | $430K | Buy |
2,233
+42
| +2% | +$8.09K | 0.01% | 592 |
|
|
2021
Q1 | $428K | Sell |
2,191
-127
| -5% | -$24.8K | 0.01% | 572 |
|
|
2020
Q4 | $402K | Buy |
2,318
+535
| +30% | +$92.8K | 0.02% | 567 |
|
|
2020
Q3 | $264K | Buy |
1,783
+67
| +4% | +$9.92K | 0.02% | 607 |
|
|
2020
Q2 | $262K | Sell |
1,716
-57
| -3% | -$8.7K | 0.02% | 576 |
|
|
2020
Q1 | $236K | Sell |
1,773
-26
| -1% | -$3.46K | 0.02% | 520 |
|
|
2019
Q4 | $256K | Buy |
1,799
+205
| +13% | +$29.2K | 0.02% | 592 |
|
|
2019
Q3 | $219K | Buy |
+1,594
| New | +$219K | 0.01% | 739 |
|
|
2019
Q1 | $240K | Sell |
2,025
-2,449
| -55% | -$290K | 0.03% | 424 |
|
|
2018
Q4 | $492K | Sell |
4,474
-558
| -11% | -$61.4K | 0.03% | 560 |
|
|
2018
Q3 | $667K | Buy |
5,032
+410
| +9% | +$54.3K | 0.03% | 566 |
|
|
2018
Q2 | $617K | Buy |
4,622
+412
| +10% | +$55K | 0.03% | 581 |
|
|
2018
Q1 | $657K | Hold |
4,210
| – | – | 0.03% | 523 |
|
|
2017
Q4 | $657K | Buy |
4,210
+8
| +0.2% | +$1.25K | 0.03% | 522 |
|
|
2017
Q3 | $645K | Buy |
4,202
+354
| +9% | +$54.3K | 0.03% | 589 |
|
|
2017
Q2 | $633K | Sell |
3,848
-380
| -9% | -$62.5K | 0.03% | 580 |
|
|
2017
Q1 | $627K | Sell |
4,228
-275
| -6% | -$40.8K | 0.03% | 574 |
|
|
2016
Q4 | $632K | Buy |
4,503
+280
| +7% | +$39.3K | 0.03% | 532 |
|
|
2016
Q3 | $704K | Sell |
4,223
-268
| -6% | -$44.7K | 0.04% | 461 |
|
|
2016
Q2 | $838K | Buy |
4,491
+2,466
| +122% | +$460K | 0.05% | 388 |
|
|
2016
Q1 | $240K | Sell |
2,025
-2,604
| -56% | -$309K | 0.03% | 424 |
|
|
2015
Q4 | $913K | Buy |
+4,629
| New | +$913K | 0.06% | 332 |
|