JNBA Financial 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 | $6.6K | Hold |
9
| – | – | ﹤0.01% | 510 |
|
|
2025
Q1 | $6.06K | Sell |
9
-19
| -68% | -$12.8K | ﹤0.01% | 520 |
|
|
2024
Q4 | $16K | Hold |
28
| – | – | ﹤0.01% | 409 |
|
|
2024
Q3 | $13.8K | Hold |
28
| – | – | ﹤0.01% | 426 |
|
|
2024
Q2 | $16.4K | Sell |
28
-26
| -48% | -$15.2K | ﹤0.01% | 405 |
|
|
2024
Q1 | $29K | Hold |
54
| – | – | ﹤0.01% | 349 |
|
|
2023
Q4 | $25K | Sell |
54
-11
| -17% | -$5.09K | ﹤0.01% | 371 |
|
|
2023
Q3 | $28.3K | Buy |
65
+11
| +20% | +$4.78K | ﹤0.01% | 344 |
|
|
2023
Q2 | $23.1K | Sell |
54
-10
| -16% | -$4.27K | ﹤0.01% | 374 |
|
|
2023
Q1 | $22.8K | Buy |
64
+10
| +19% | +$3.56K | ﹤0.01% | 376 |
|
|
2022
Q4 | $20.3K | Hold |
54
| – | – | ﹤0.01% | 370 |
|
|
2022
Q3 | $18K | Hold |
54
| – | – | ﹤0.01% | 390 |
|
|
2022
Q2 | $18K | Hold |
54
| – | – | ﹤0.01% | 407 |
|
|
2022
Q1 | $17K | Hold |
54
| – | – | ﹤0.01% | 430 |
|
|
2021
Q4 | $13K | Hold |
54
| – | – | ﹤0.01% | 494 |
|
|
2021
Q3 | $11K | Hold |
54
| – | – | ﹤0.01% | 510 |
|
|
2021
Q2 | $10K | Hold |
54
| – | – | ﹤0.01% | 486 |
|
|
2021
Q1 | $11K | Hold |
54
| – | – | ﹤0.01% | 455 |
|
|
2020
Q4 | $9K | Buy |
54
+26
| +93% | +$4.33K | ﹤0.01% | 445 |
|
|
2020
Q3 | $4K | Hold |
28
| – | – | ﹤0.01% | 479 |
|
|
2020
Q2 | $4K | Hold |
28
| – | – | ﹤0.01% | 475 |
|
|
2020
Q1 | $4K | Hold |
28
| – | – | ﹤0.01% | 467 |
|
|
2019
Q4 | $4K | Buy |
28
+10
| +56% | +$1.43K | ﹤0.01% | 511 |
|
|
2019
Q3 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 547 |
|
|
2016
Q4 | – | Sell |
-2,527
| Closed | -$421K | – | 975 |
|
|
2016
Q3 | $421K | Buy |
+2,527
| New | +$421K | 0.06% | 111 |
|