J.W. Cole 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 | $2.76M | Buy |
3,760
+236
| +7% | +$173K | 0.06% | 315 |
|
|
2025
Q1 | $2.37M | Buy |
3,524
+2,685
| +320% | +$1.81M | 0.07% | 276 |
|
|
2024
Q4 | $478K | Sell |
839
-82
| -9% | -$46.8K | 0.02% | 616 |
|
|
2024
Q3 | $455K | Sell |
921
-206
| -18% | -$102K | 0.02% | 631 |
|
|
2024
Q2 | $658K | Sell |
1,127
-334
| -23% | -$195K | 0.03% | 442 |
|
|
2024
Q1 | $784K | Buy |
1,461
+218
| +18% | +$117K | 0.04% | 399 |
|
|
2023
Q4 | $576K | Buy |
1,243
+6
| +0.5% | +$2.78K | 0.03% | 443 |
|
|
2023
Q3 | $538K | Sell |
1,237
-15
| -1% | -$6.52K | 0.04% | 396 |
|
|
2023
Q2 | $535K | Sell |
1,252
-5
| -0.4% | -$2.14K | 0.04% | 408 |
|
|
2023
Q1 | $448K | Buy |
1,257
+85
| +7% | +$30.3K | 0.03% | 472 |
|
|
2022
Q4 | $440K | Sell |
1,172
-68
| -5% | -$25.5K | 0.03% | 453 |
|
|
2022
Q3 | $421K | Sell |
1,240
-137
| -10% | -$46.5K | 0.04% | 441 |
|
|
2022
Q2 | $449K | Buy |
1,377
+295
| +27% | +$96.2K | 0.04% | 437 |
|
|
2022
Q1 | $331K | Sell |
1,082
-143
| -12% | -$43.7K | 0.02% | 587 |
|
|
2021
Q4 | $305K | Sell |
1,225
-145
| -11% | -$36.1K | 0.02% | 646 |
|
|
2021
Q3 | $273K | Buy |
1,370
+145
| +12% | +$28.9K | 0.02% | 375 |
|
|
2021
Q2 | $234K | Buy |
1,225
+7
| +0.6% | +$1.34K | 0.02% | 654 |
|
|
2021
Q1 | $238K | Buy |
1,218
+62
| +5% | +$12.1K | 0.02% | 583 |
|
|
2020
Q4 | $201K | Sell |
1,156
-802
| -41% | -$139K | 0.02% | 595 |
|
|
2020
Q3 | $292K | Buy |
+1,958
| New | +$292K | 0.02% | 555 |
|