Ironwood Investment Management’s McKesson MCK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.51M Sell
3,425
-65
-2% -$47.6K 1.22% 20
2025
Q1
$2.35M Hold
3,490
1.28% 19
2024
Q4
$1.99M Hold
3,490
0.99% 26
2024
Q3
$1.73M Sell
3,490
-110
-3% -$54.4K 0.84% 32
2024
Q2
$2.1M Hold
3,600
1.12% 27
2024
Q1
$1.93M Sell
3,600
-285
-7% -$153K 0.94% 32
2023
Q4
$1.8M Sell
3,885
-10
-0.3% -$4.63K 0.95% 31
2023
Q3
$1.69M Sell
3,895
-25
-0.6% -$10.9K 1.03% 29
2023
Q2
$1.68M Sell
3,920
-75
-2% -$32K 0.97% 29
2023
Q1
$1.42M Sell
3,995
-233
-6% -$83K 0.89% 34
2022
Q4
$1.59M Sell
4,228
-515
-11% -$193K 1.05% 25
2022
Q3
$1.61M Sell
4,743
-150
-3% -$51K 1.13% 24
2022
Q2
$1.6M Sell
4,893
-395
-7% -$129K 1.07% 27
2022
Q1
$1.62M Sell
5,288
-105
-2% -$32.1K 0.88% 34
2021
Q4
$1.34M Hold
5,393
0.66% 48
2021
Q3
$1.08M Sell
5,393
-60
-1% -$12K 0.56% 61
2021
Q2
$1.04M Hold
5,453
0.53% 67
2021
Q1
$1.06M Sell
5,453
-85
-2% -$16.6K 0.56% 63
2020
Q4
$963K Sell
5,538
-11
-0.2% -$1.91K 0.56% 59
2020
Q3
$826K Sell
5,549
-100
-2% -$14.9K 0.59% 62
2020
Q2
$867K Sell
5,649
-385
-6% -$59.1K 0.68% 50
2020
Q1
$816K Sell
6,034
-164
-3% -$22.2K 0.82% 39
2019
Q4
$857K Sell
6,198
-20
-0.3% -$2.77K 0.59% 52
2019
Q3
$850K Hold
6,218
0.64% 51
2019
Q2
$836K Hold
6,218
0.65% 55
2019
Q1
$728K Sell
6,218
-10
-0.2% -$1.17K 0.59% 61
2018
Q4
$688K Buy
6,228
+40
+0.6% +$4.42K 0.64% 49
2018
Q3
$821K Hold
6,188
0.57% 59
2018
Q2
$825K Sell
6,188
-15
-0.2% -$2K 0.59% 59
2018
Q1
$874K Hold
6,203
0.64% 52
2017
Q4
$967K Hold
6,203
0.69% 47
2017
Q3
$953K Sell
6,203
-15
-0.2% -$2.31K 0.67% 50
2017
Q2
$1.02M Sell
6,218
-50
-0.8% -$8.23K 0.74% 42
2017
Q1
$929K Hold
6,268
0.7% 50
2016
Q4
$880K Sell
6,268
-70
-1% -$9.83K 0.64% 57
2016
Q3
$1.06M Hold
6,338
0.81% 43
2016
Q2
$1.18M Sell
6,338
-25
-0.4% -$4.67K 0.89% 38
2016
Q1
$1M Sell
6,363
-75
-1% -$11.8K 0.66% 64
2015
Q4
$1.27M Sell
6,438
-150
-2% -$29.6K 0.52% 72
2015
Q3
$1.22M Sell
6,588
-120
-2% -$22.2K 0.45% 73
2015
Q2
$1.51M Sell
6,708
-297
-4% -$66.8K 0.35% 80
2015
Q1
$1.59M Sell
7,005
-40
-0.6% -$9.05K 0.29% 86
2014
Q4
$1.46M Sell
7,045
-167
-2% -$34.7K 0.27% 89
2014
Q3
$1.4M Sell
7,212
-285
-4% -$55.5K 0.25% 92
2014
Q2
$1.4M Sell
7,497
-10
-0.1% -$1.86K 0.22% 96
2014
Q1
$1.33M Sell
7,507
-335
-4% -$59.2K 0.19% 92
2013
Q4
$1.27M Sell
7,842
-170
-2% -$27.4K 0.18% 96
2013
Q3
$1.03M Sell
8,012
-290
-3% -$37.2K 0.16% 99
2013
Q2
$951K Buy
+8,302
New +$951K 0.17% 97