Investment Advisory Services’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Hold |
2,004
| – | – | 0.49% | 48 |
|
|
2025
Q1 | $1.35M | Sell |
2,004
-287
| -13% | -$193K | 0.49% | 47 |
|
|
2024
Q4 | $1.31M | Sell |
2,291
-23
| -1% | -$13.1K | 0.46% | 50 |
|
|
2024
Q3 | $1.14M | Sell |
2,314
-501
| -18% | -$248K | 0.4% | 51 |
|
|
2024
Q2 | $1.64M | Sell |
2,815
-1
| -0% | -$584 | 0.6% | 38 |
|
|
2024
Q1 | $1.51M | Sell |
2,816
-398
| -12% | -$214K | 0.55% | 43 |
|
|
2023
Q4 | $1.49M | Hold |
3,214
| – | – | 0.59% | 45 |
|
|
2023
Q3 | $1.4M | Hold |
3,214
| – | – | 0.6% | 43 |
|
|
2023
Q2 | $1.37M | Hold |
3,214
| – | – | 0.58% | 46 |
|
|
2023
Q1 | $1.14M | Buy |
3,214
+9
| +0.3% | +$3.2K | 0.56% | 48 |
|
|
2022
Q4 | $1.2M | Sell |
3,205
-200
| -6% | -$75K | 0.62% | 42 |
|
|
2022
Q3 | $1.16M | Hold |
3,405
| – | – | 0.69% | 41 |
|
|
2022
Q2 | $1.11M | Buy |
3,405
+409
| +14% | +$133K | 0.64% | 45 |
|
|
2022
Q1 | $917K | Hold |
2,996
| – | – | 0.51% | 49 |
|
|
2021
Q4 | $745K | Sell |
2,996
-400
| -12% | -$99.5K | 0.41% | 56 |
|
|
2021
Q3 | $677K | Sell |
3,396
-56
| -2% | -$11.2K | 0.41% | 56 |
|
|
2021
Q2 | $660K | Buy |
+3,452
| New | +$660K | 0.41% | 57 |
|
|
2020
Q4 | $579K | Hold |
3,327
| – | – | 0.41% | 58 |
|
|
2020
Q3 | $495K | Buy |
3,327
+47
| +1% | +$6.99K | 0.39% | 59 |
|
|
2020
Q2 | $503K | Sell |
3,280
-75
| -2% | -$11.5K | 0.43% | 57 |
|
|
2020
Q1 | $454K | Hold |
3,355
| – | – | 0.49% | 50 |
|
|
2019
Q4 | $464K | Buy |
+3,355
| New | +$464K | 0.42% | 49 |
|