Meritage Portfolio Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Hold |
642
| – | – | 0.03% | 250 |
|
|
2025
Q1 | $432K | Hold |
642
| – | – | 0.03% | 255 |
|
|
2024
Q4 | $366K | Sell |
642
-53
| -8% | -$30.2K | 0.02% | 274 |
|
|
2024
Q3 | $344K | Hold |
695
| – | – | 0.02% | 291 |
|
|
2024
Q2 | $406K | Hold |
695
| – | – | 0.03% | 261 |
|
|
2024
Q1 | $373K | Buy |
695
+2
| +0.3% | +$1.07K | 0.02% | 277 |
|
|
2023
Q4 | $321K | Sell |
693
-41
| -6% | -$19K | 0.02% | 288 |
|
|
2023
Q3 | $319K | Sell |
734
-122
| -14% | -$53K | 0.02% | 277 |
|
|
2023
Q2 | $366K | Hold |
856
| – | – | 0.03% | 274 |
|
|
2023
Q1 | $305K | Sell |
856
-24,405
| -97% | -$8.7M | 0.02% | 256 |
|
|
2022
Q4 | $9.48M | Sell |
25,261
-395
| -2% | -$148K | 0.74% | 29 |
|
|
2022
Q3 | $8.72M | Sell |
25,656
-963
| -4% | -$327K | 0.72% | 27 |
|
|
2022
Q2 | $8.68M | Buy |
26,619
+459
| +2% | +$150K | 0.67% | 34 |
|
|
2022
Q1 | $8.01M | Buy |
26,160
+122
| +0.5% | +$37.3K | 0.5% | 58 |
|
|
2021
Q4 | $6.47M | Buy |
26,038
+308
| +1% | +$76.6K | 0.37% | 81 |
|
|
2021
Q3 | $5.13M | Buy |
25,730
+232
| +0.9% | +$46.3K | 0.31% | 90 |
|
|
2021
Q2 | $4.88M | Buy |
25,498
+819
| +3% | +$157K | 0.29% | 102 |
|
|
2021
Q1 | $4.81M | Buy |
24,679
+4,327
| +21% | +$844K | 0.32% | 91 |
|
|
2020
Q4 | $3.54M | Buy |
20,352
+1,241
| +6% | +$216K | 0.26% | 101 |
|
|
2020
Q3 | $2.85M | Buy |
19,111
+40
| +0.2% | +$5.96K | 0.25% | 101 |
|
|
2020
Q2 | $2.93M | Sell |
19,071
-583
| -3% | -$89.4K | 0.28% | 105 |
|
|
2020
Q1 | $2.66M | Sell |
19,654
-650
| -3% | -$87.9K | 0.36% | 83 |
|
|
2019
Q4 | $2.81M | Buy |
+20,304
| New | +$2.81M | 0.25% | 146 |
|
|
2016
Q4 | – | Sell |
-33,504
| Closed | -$5.59M | – | 194 |
|
|
2016
Q3 | $5.59M | Buy |
+33,504
| New | +$5.59M | 0.61% | 60 |
|
|
2015
Q1 | – | Sell |
-16,382
| Closed | -$3.4M | – | 215 |
|
|
2014
Q4 | $3.4M | Sell |
16,382
-14,929
| -48% | -$3.1M | 0.36% | 151 |
|
|
2014
Q3 | $6.1M | Sell |
31,311
-33,631
| -52% | -$6.55M | 0.69% | 36 |
|
|
2014
Q2 | $12.1M | Buy |
64,942
+1,112
| +2% | +$207K | 1.32% | 4 |
|
|
2014
Q1 | $11.3M | Buy |
63,830
+830
| +1% | +$147K | 1.35% | 2 |
|
|
2013
Q4 | $10.2M | Sell |
63,000
-3,131
| -5% | -$505K | 1.26% | 5 |
|
|
2013
Q3 | $8.49M | Buy |
66,131
+2,365
| +4% | +$303K | 1.1% | 8 |
|
|
2013
Q2 | $7.3M | Buy |
+63,766
| New | +$7.3M | 1.05% | 11 |
|