Moneta Group Investment 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 | $1.04M | Buy |
1,425
+406
| +40% | +$298K | 0.01% | 302 |
|
|
2025
Q1 | $686K | Sell |
1,019
-88
| -8% | -$59.2K | 0.01% | 350 |
|
|
2024
Q4 | $631K | Buy |
1,107
+174
| +19% | +$99.2K | 0.01% | 359 |
|
|
2024
Q3 | $461K | Buy |
933
+3
| +0.3% | +$1.48K | 0.01% | 425 |
|
|
2024
Q2 | $543K | Sell |
930
-6
| -0.6% | -$3.5K | 0.01% | 372 |
|
|
2024
Q1 | $502K | Sell |
936
-20
| -2% | -$10.7K | 0.01% | 375 |
|
|
2023
Q4 | $443K | Buy |
956
+161
| +20% | +$74.5K | 0.01% | 362 |
|
|
2023
Q3 | $346K | Sell |
795
-6
| -0.7% | -$2.61K | 0.01% | 378 |
|
|
2023
Q2 | $342K | Buy |
801
+6
| +0.8% | +$2.56K | 0.01% | 407 |
|
|
2023
Q1 | $283K | Buy |
795
+191
| +32% | +$68K | 0.01% | 424 |
|
|
2022
Q4 | $229K | Sell |
604
-29
| -5% | -$11K | 0.01% | 414 |
|
|
2022
Q3 | $215K | Sell |
633
-23
| -4% | -$7.81K | 0.01% | 404 |
|
|
2022
Q2 | $214K | Buy |
+656
| New | +$214K | 0.01% | 433 |
|
|
2018
Q2 | – | Sell |
-50
| Closed | -$7K | – | 541 |
|
|
2018
Q1 | $7K | Buy |
+50
| New | +$7K | ﹤0.01% | 488 |
|
|
2015
Q4 | – | Sell |
-111
| Closed | -$21K | – | 305 |
|
|
2015
Q3 | $21K | Buy |
+111
| New | +$21K | 0.01% | 317 |
|
|
2015
Q2 | – | Sell |
-4,000
| Closed | -$905K | – | 145 |
|
|
2015
Q1 | $905K | Hold |
4,000
| – | – | 0.39% | 40 |
|
|
2014
Q4 | $830K | Hold |
4,000
| – | – | 0.4% | 39 |
|
|
2014
Q3 | $779K | Hold |
4,000
| – | – | 0.41% | 40 |
|
|
2014
Q2 | $745K | Hold |
4,000
| – | – | 0.4% | 41 |
|
|
2014
Q1 | $706K | Hold |
4,000
| – | – | 0.42% | 38 |
|
|
2013
Q4 | $646K | Hold |
4,000
| – | – | 0.39% | 44 |
|
|
2013
Q3 | $513K | Buy |
4,000
+1,085
| +37% | +$139K | 0.34% | 56 |
|
|
2013
Q2 | $334K | Buy |
+2,915
| New | +$334K | 0.24% | 77 |
|