Investment House LLC’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Hold |
480
| – | – | 0.02% | 189 |
|
|
2025
Q1 | $323K | Buy |
+480
| New | +$323K | 0.02% | 193 |
|
|
2023
Q2 | – | Sell |
-1,350
| Closed | -$481K | – | 195 |
|
|
2023
Q1 | $481K | Hold |
1,350
| – | – | 0.04% | 148 |
|
|
2022
Q4 | $506K | Hold |
1,350
| – | – | 0.05% | 133 |
|
|
2022
Q3 | $459K | Hold |
1,350
| – | – | 0.04% | 139 |
|
|
2022
Q2 | $440K | Hold |
1,350
| – | – | 0.04% | 128 |
|
|
2022
Q1 | $413K | Hold |
1,350
| – | – | 0.03% | 140 |
|
|
2021
Q4 | $336K | Hold |
1,350
| – | – | 0.02% | 154 |
|
|
2021
Q3 | $269K | Hold |
1,350
| – | – | 0.02% | 170 |
|
|
2021
Q2 | $258K | Hold |
1,350
| – | – | 0.02% | 181 |
|
|
2021
Q1 | $263K | Hold |
1,350
| – | – | 0.02% | 177 |
|
|
2020
Q4 | $235K | Sell |
1,350
-175
| -11% | -$30.5K | 0.02% | 207 |
|
|
2020
Q3 | $227K | Hold |
1,525
| – | – | 0.02% | 192 |
|
|
2020
Q2 | $234K | Sell |
1,525
-100
| -6% | -$15.3K | 0.02% | 175 |
|
|
2020
Q1 | $220K | Hold |
1,625
| – | – | 0.03% | 159 |
|
|
2019
Q4 | $225K | Hold |
1,625
| – | – | 0.02% | 201 |
|
|
2019
Q3 | $222K | Sell |
1,625
-375
| -19% | -$51.2K | 0.02% | 185 |
|
|
2019
Q2 | $269K | Sell |
2,000
-225
| -10% | -$30.3K | 0.03% | 168 |
|
|
2019
Q1 | $260K | Sell |
2,225
-3,082
| -58% | -$360K | 0.03% | 164 |
|
|
2018
Q4 | $586K | Sell |
5,307
-11,500
| -68% | -$1.27M | 0.07% | 124 |
|
|
2018
Q3 | $2.23M | Sell |
16,807
-865
| -5% | -$115K | 0.24% | 87 |
|
|
2018
Q2 | $2.36M | Sell |
17,672
-7,635
| -30% | -$1.02M | 0.27% | 83 |
|
|
2018
Q1 | $3.57M | Sell |
25,307
-14,369
| -36% | -$2.02M | 0.43% | 67 |
|
|
2017
Q4 | $6.19M | Sell |
39,676
-1,055
| -3% | -$165K | 0.75% | 42 |
|
|
2017
Q3 | $6.26M | Sell |
40,731
-2,825
| -6% | -$434K | 0.82% | 37 |
|
|
2017
Q2 | $7.17M | Sell |
43,556
-325
| -0.7% | -$53.5K | 0.96% | 33 |
|
|
2017
Q1 | $6.51M | Sell |
43,881
-1,000
| -2% | -$148K | 0.91% | 37 |
|
|
2016
Q4 | $6.3M | Sell |
44,881
-5,635
| -11% | -$791K | 0.96% | 39 |
|
|
2016
Q3 | $8.42M | Sell |
50,516
-625
| -1% | -$104K | 1.27% | 22 |
|
|
2016
Q2 | $9.55M | Sell |
51,141
-55
| -0.1% | -$10.3K | 1.53% | 16 |
|
|
2016
Q1 | $8.05M | Sell |
51,196
-155
| -0.3% | -$24.4K | 1.28% | 21 |
|
|
2015
Q4 | $10.1M | Sell |
51,351
-810
| -2% | -$160K | 1.65% | 13 |
|
|
2015
Q3 | $9.65M | Buy |
52,161
+5
| +0% | +$925 | 1.68% | 13 |
|
|
2015
Q2 | $11.7M | Sell |
52,156
-40
| -0.1% | -$8.99K | 1.89% | 8 |
|
|
2015
Q1 | $11.8M | Buy |
52,196
+15
| +0% | +$3.39K | 1.9% | 8 |
|
|
2014
Q4 | $10.8M | Buy |
52,181
+400
| +0.8% | +$83K | 1.75% | 11 |
|
|
2014
Q3 | $10.1M | Buy |
51,781
+60
| +0.1% | +$11.7K | 1.68% | 12 |
|
|
2014
Q2 | $9.63M | Buy |
51,721
+265
| +0.5% | +$49.3K | 1.65% | 11 |
|
|
2014
Q1 | $9.09M | Sell |
51,456
-60
| -0.1% | -$10.6K | 1.61% | 11 |
|
|
2013
Q4 | $8.32M | Buy |
51,516
+75
| +0.1% | +$12.1K | 1.5% | 17 |
|
|
2013
Q3 | $6.6M | Sell |
51,441
-100
| -0.2% | -$12.8K | 1.33% | 22 |
|
|
2013
Q2 | $5.9M | Buy |
+51,541
| New | +$5.9M | 1.28% | 25 |
|