Mount Yale 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 | $1.15M | Sell |
1,568
-179
| -10% | -$131K | 0.09% | 192 |
|
|
2025
Q1 | $1.18M | Sell |
1,747
-11
| -0.6% | -$7.4K | 0.1% | 173 |
|
|
2024
Q4 | $1M | Buy |
1,758
+218
| +14% | +$124K | 0.08% | 199 |
|
|
2024
Q3 | $761K | Sell |
1,540
-900
| -37% | -$445K | 0.07% | 250 |
|
|
2024
Q2 | $1.43M | Buy |
2,440
+371
| +18% | +$217K | 0.11% | 170 |
|
|
2024
Q1 | $1.11M | Buy |
2,069
+32
| +2% | +$17.2K | 0.09% | 201 |
|
|
2023
Q4 | $943K | Sell |
2,037
-3
| -0.1% | -$1.39K | 0.09% | 209 |
|
|
2023
Q3 | $887K | Buy |
2,040
+211
| +12% | +$91.8K | 0.1% | 201 |
|
|
2023
Q2 | $782K | Buy |
1,829
+156
| +9% | +$66.7K | 0.08% | 238 |
|
|
2023
Q1 | $596K | Sell |
1,673
-682
| -29% | -$243K | 0.07% | 270 |
|
|
2022
Q4 | $883K | Sell |
2,355
-763
| -24% | -$286K | 0.1% | 207 |
|
|
2022
Q3 | $1.06M | Sell |
3,118
-563
| -15% | -$191K | 0.14% | 156 |
|
|
2022
Q2 | $1.2M | Buy |
3,681
+2,526
| +219% | +$824K | 0.15% | 153 |
|
|
2022
Q1 | $354K | Sell |
1,155
-238
| -17% | -$72.9K | 0.04% | 340 |
|
|
2021
Q4 | $346K | Buy |
1,393
+7
| +0.5% | +$1.74K | 0.04% | 338 |
|
|
2021
Q3 | $276K | Sell |
1,386
-267
| -16% | -$53.2K | 0.03% | 369 |
|
|
2021
Q2 | $316K | Sell |
1,653
-347
| -17% | -$66.3K | 0.04% | 309 |
|
|
2021
Q1 | $390K | Sell |
2,000
-132
| -6% | -$25.7K | 0.05% | 283 |
|
|
2020
Q4 | $371K | Sell |
2,132
-61
| -3% | -$10.6K | 0.05% | 276 |
|
|
2020
Q3 | $327K | Sell |
2,193
-147
| -6% | -$21.9K | 0.05% | 270 |
|
|
2020
Q2 | $359K | Buy |
2,340
+70
| +3% | +$10.7K | 0.06% | 250 |
|
|
2020
Q1 | $307K | Sell |
2,270
-1,730
| -43% | -$234K | 0.07% | 233 |
|
|
2019
Q4 | $570K | Buy |
4,000
+632
| +19% | +$90.1K | 0.1% | 174 |
|
|
2019
Q3 | $488K | Sell |
3,368
-324
| -9% | -$46.9K | 0.09% | 194 |
|
|
2019
Q2 | $514K | Buy |
3,692
+148
| +4% | +$20.6K | 0.09% | 178 |
|
|
2019
Q1 | $415K | Buy |
+3,544
| New | +$415K | 0.08% | 215 |
|
|
2018
Q4 | – | Sell |
-1,110
| Closed | -$147K | – | 576 |
|
|
2018
Q3 | $147K | Sell |
1,110
-6,801
| -86% | -$901K | 0.03% | 335 |
|
|
2018
Q2 | $1.06M | Buy |
7,911
+6,929
| +706% | +$924K | 0.2% | 111 |
|
|
2018
Q1 | $138K | Buy |
+982
| New | +$138K | 0.03% | 361 |
|