J.W. Coons 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 | $1.15M | Hold |
1,570
| – | – | 0.26% | 87 |
|
|
2025
Q1 | $1.06M | Hold |
1,570
| – | – | 0.28% | 87 |
|
|
2024
Q4 | $895K | Sell |
1,570
-150
| -9% | -$85.5K | 0.23% | 100 |
|
|
2024
Q3 | $850K | Sell |
1,720
-45
| -3% | -$22.2K | 0.21% | 106 |
|
|
2024
Q2 | $1.03M | Hold |
1,765
| – | – | 0.25% | 90 |
|
|
2024
Q1 | $948K | Hold |
1,765
| – | – | 0.21% | 95 |
|
|
2023
Q4 | $817K | Sell |
1,765
-25
| -1% | -$11.6K | 0.22% | 106 |
|
|
2023
Q3 | $778K | Hold |
1,790
| – | – | 0.22% | 101 |
|
|
2023
Q2 | $765K | Hold |
1,790
| – | – | 0.21% | 106 |
|
|
2023
Q1 | $637K | Sell |
1,790
-806
| -31% | -$287K | 0.18% | 124 |
|
|
2022
Q4 | $974K | Sell |
2,596
-2,945
| -53% | -$1.1M | 0.29% | 84 |
|
|
2022
Q3 | $1.88M | Buy |
5,541
+25
| +0.5% | +$8.5K | 0.71% | 41 |
|
|
2022
Q2 | $1.8M | Sell |
5,516
-1,358
| -20% | -$443K | 0.64% | 44 |
|
|
2022
Q1 | $2.11M | Buy |
6,874
+405
| +6% | +$124K | 0.63% | 47 |
|
|
2021
Q4 | $1.61M | Buy |
6,469
+44
| +0.7% | +$10.9K | 0.49% | 56 |
|
|
2021
Q3 | $1.29M | Buy |
6,425
+275
| +4% | +$55K | 0.44% | 65 |
|
|
2021
Q2 | $1.18M | Buy |
6,150
+85
| +1% | +$16.3K | 0.42% | 68 |
|
|
2021
Q1 | $1.19M | Buy |
6,065
+759
| +14% | +$149K | 0.43% | 70 |
|
|
2020
Q4 | $919K | Buy |
5,306
+580
| +12% | +$100K | 0.35% | 79 |
|
|
2020
Q3 | $707K | Buy |
4,726
+220
| +5% | +$32.9K | 0.29% | 93 |
|
|
2020
Q2 | $688K | Buy |
4,506
+2,010
| +81% | +$307K | 0.31% | 90 |
|
|
2020
Q1 | $338K | Buy |
+2,496
| New | +$338K | 0.18% | 137 |
|