Independent Advisor Alliance’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
2,872
+649
| +29% | +$476K | 0.06% | 264 |
|
|
2025
Q1 | $1.5M | Buy |
2,223
+60
| +3% | +$40.4K | 0.05% | 299 |
|
|
2024
Q4 | $1.23M | Buy |
2,163
+595
| +38% | +$339K | 0.02% | 659 |
|
|
2024
Q3 | $775K | Buy |
1,568
+259
| +20% | +$128K | 0.03% | 376 |
|
|
2024
Q2 | $765K | Buy |
1,309
+258
| +25% | +$151K | 0.03% | 376 |
|
|
2024
Q1 | $564K | Buy |
1,051
+115
| +12% | +$61.8K | 0.02% | 426 |
|
|
2023
Q4 | $433K | Sell |
936
-83
| -8% | -$38.4K | 0.02% | 465 |
|
|
2023
Q3 | $443K | Buy |
1,019
+73
| +8% | +$31.8K | 0.02% | 436 |
|
|
2023
Q2 | $404K | Buy |
946
+18
| +2% | +$7.69K | 0.02% | 468 |
|
|
2023
Q1 | $330K | Buy |
+928
| New | +$330K | 0.02% | 494 |
|
|
2022
Q4 | – | Sell |
-840
| Closed | -$286K | – | 539 |
|
|
2022
Q3 | $286K | Sell |
840
-12
| -1% | -$4.09K | 0.02% | 494 |
|
|
2022
Q2 | $278K | Buy |
852
+154
| +22% | +$50.2K | 0.02% | 502 |
|
|
2022
Q1 | $214K | Buy |
+698
| New | +$214K | 0.01% | 599 |
|
|
2021
Q4 | – | Sell |
-1,289
| Closed | -$257K | – | 697 |
|
|
2021
Q3 | $257K | Buy |
+1,289
| New | +$257K | 0.01% | 527 |
|
|
2020
Q2 | – | Sell |
-1,684
| Closed | -$228K | – | 511 |
|
|
2020
Q1 | $228K | Sell |
1,684
-400
| -19% | -$54.2K | 0.03% | 333 |
|
|
2019
Q4 | $288K | Buy |
2,084
+19
| +0.9% | +$2.63K | 0.01% | 691 |
|
|
2019
Q3 | $282K | Sell |
2,065
-65
| -3% | -$8.88K | 0.03% | 350 |
|
|
2019
Q2 | $286K | Buy |
+2,130
| New | +$286K | 0.04% | 307 |
|
|
2017
Q2 | – | Sell |
-1,464
| Closed | -$212K | – | 335 |
|
|
2017
Q1 | $212K | Buy |
+1,464
| New | +$212K | 0.03% | 371 |
|