Key Financial Inc’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Hold |
273
| – | – | 0.04% | 281 |
|
|
2025
Q1 | $184K | Hold |
273
| – | – | 0.04% | 279 |
|
|
2024
Q4 | $156K | Sell |
273
-70
| -20% | -$39.9K | 0.04% | 289 |
|
|
2024
Q3 | $170K | Sell |
343
-29
| -8% | -$14.3K | 0.04% | 268 |
|
|
2024
Q2 | $217K | Buy |
372
+181
| +95% | +$106K | 0.05% | 231 |
|
|
2024
Q1 | $103K | Sell |
191
-10
| -5% | -$5.37K | 0.03% | 324 |
|
|
2023
Q4 | $93.1K | Sell |
201
-17
| -8% | -$7.87K | 0.03% | 325 |
|
|
2023
Q3 | $94.8K | Hold |
218
| – | – | 0.03% | 306 |
|
|
2023
Q2 | $93.2K | Buy |
218
+25
| +13% | +$10.7K | 0.03% | 310 |
|
|
2023
Q1 | $68.7K | Hold |
193
| – | – | 0.03% | 346 |
|
|
2022
Q4 | $65.6K | Hold |
193
| – | – | 0.03% | 316 |
|
|
2022
Q3 | $66K | Sell |
193
-58
| -23% | -$19.8K | 0.03% | 319 |
|
|
2022
Q2 | $83K | Buy |
251
+29
| +13% | +$9.59K | 0.04% | 277 |
|
|
2022
Q1 | $68K | Hold |
222
| – | – | 0.03% | 322 |
|
|
2021
Q4 | $55K | Hold |
222
| – | – | 0.03% | 338 |
|
|
2021
Q3 | $44K | Sell |
222
-53
| -19% | -$10.5K | 0.02% | 355 |
|
|
2021
Q2 | $56K | Hold |
275
| – | – | 0.03% | 338 |
|
|
2021
Q1 | $54K | Buy |
275
+62
| +29% | +$12.2K | 0.04% | 264 |
|
|
2020
Q4 | $37K | Buy |
+213
| New | +$37K | 0.03% | 292 |
|
|
2020
Q2 | – | Sell |
-143
| Closed | -$20K | – | 404 |
|
|
2020
Q1 | $20K | Buy |
+143
| New | +$20K | 0.02% | 321 |
|