Keystone Financial Services (Colorado)’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
1,427
+23
| +2% | +$16.8K | 0.36% | 34 |
|
|
2025
Q1 | $945K | Buy |
1,404
+17
| +1% | +$11.4K | 0.36% | 35 |
|
|
2024
Q4 | $791K | Buy |
1,387
+37
| +3% | +$21.1K | 0.3% | 40 |
|
|
2024
Q3 | $668K | Buy |
1,350
+87
| +7% | +$43K | 0.26% | 45 |
|
|
2024
Q2 | $738K | Buy |
1,263
+107
| +9% | +$62.5K | 0.31% | 39 |
|
|
2024
Q1 | $621K | Sell |
1,156
-36
| -3% | -$19.3K | 0.27% | 42 |
|
|
2023
Q4 | $552K | Buy |
1,192
+24
| +2% | +$11.1K | 0.26% | 45 |
|
|
2023
Q3 | $508K | Sell |
1,168
-469
| -29% | -$204K | 0.27% | 43 |
|
|
2023
Q2 | $700K | Sell |
1,637
-38
| -2% | -$16.2K | 0.36% | 28 |
|
|
2023
Q1 | $596K | Buy |
1,675
+25
| +2% | +$8.9K | 0.32% | 34 |
|
|
2022
Q4 | $625K | Buy |
1,650
+42
| +3% | +$15.9K | 0.34% | 34 |
|
|
2022
Q3 | $623K | Sell |
1,608
-676
| -30% | -$262K | 0.36% | 32 |
|
|
2022
Q2 | $765K | Sell |
2,284
-39
| -2% | -$13.1K | 0.42% | 29 |
|
|
2022
Q1 | $758K | Buy |
2,323
+33
| +1% | +$10.8K | 0.44% | 26 |
|
|
2021
Q4 | $570K | Buy |
+2,290
| New | +$570K | 0.29% | 37 |
|