Nadler Financial Group’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Buy |
+290
| New | +$213K | 0.02% | 125 |
|
|
2016
Q4 | – | Sell |
-1,337
| Closed | -$223K | – | 87 |
|
|
2016
Q3 | $223K | Buy |
1,337
+7
| +0.5% | +$1.17K | 0.09% | 72 |
|
|
2016
Q2 | $248K | Hold |
1,330
| – | – | 0.1% | 68 |
|
|
2016
Q1 | $209K | Hold |
1,330
| – | – | 0.09% | 78 |
|
|
2015
Q4 | $262K | Hold |
1,330
| – | – | 0.12% | 68 |
|
|
2015
Q3 | $246K | Hold |
1,330
| – | – | 0.12% | 67 |
|
|
2015
Q2 | $299K | Sell |
1,330
-286
| -18% | -$64.3K | 0.14% | 59 |
|
|
2015
Q1 | $366K | Hold |
1,616
| – | – | 0.18% | 53 |
|
|
2014
Q4 | $335K | Hold |
1,616
| – | – | 0.17% | 52 |
|
|
2014
Q3 | $315K | Hold |
1,616
| – | – | 0.19% | 51 |
|
|
2014
Q2 | $301K | Hold |
1,616
| – | – | 0.19% | 47 |
|
|
2014
Q1 | $285K | Sell |
1,616
-219
| -12% | -$38.6K | 0.19% | 51 |
|
|
2013
Q4 | $296K | Sell |
1,835
-41
| -2% | -$6.61K | 0.19% | 56 |
|
|
2013
Q3 | $241K | Sell |
1,876
-981
| -34% | -$126K | 0.18% | 64 |
|
|
2013
Q2 | $327K | Buy |
+2,857
| New | +$327K | 0.23% | 56 |
|