OneDigital 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 | $1.59M | Sell |
2,170
-221
| -9% | -$162K | 0.02% | 493 |
|
|
2025
Q1 | $1.61M | Buy |
2,391
+40
| +2% | +$26.9K | 0.02% | 457 |
|
|
2024
Q4 | $1.34M | Buy |
2,351
+13
| +0.6% | +$7.41K | 0.02% | 538 |
|
|
2024
Q3 | $1.16M | Sell |
2,338
-2,175
| -48% | -$1.08M | 0.01% | 604 |
|
|
2024
Q2 | $2.64M | Sell |
4,513
-299
| -6% | -$175K | 0.03% | 359 |
|
|
2024
Q1 | $2.58M | Buy |
4,812
+358
| +8% | +$192K | 0.04% | 281 |
|
|
2023
Q4 | $2.06M | Buy |
4,454
+2,338
| +110% | +$1.08M | 0.04% | 306 |
|
|
2023
Q3 | $920K | Buy |
2,116
+235
| +12% | +$102K | 0.02% | 443 |
|
|
2023
Q2 | $804K | Buy |
1,881
+531
| +39% | +$227K | 0.02% | 475 |
|
|
2023
Q1 | $481K | Buy |
1,350
+456
| +51% | +$162K | 0.01% | 639 |
|
|
2022
Q4 | $335K | Sell |
894
-503
| -36% | -$189K | 0.01% | 631 |
|
|
2022
Q3 | $475K | Buy |
1,397
+27
| +2% | +$9.18K | 0.02% | 474 |
|
|
2022
Q2 | $447K | Sell |
1,370
-24
| -2% | -$7.83K | 0.02% | 446 |
|
|
2022
Q1 | $427K | Sell |
1,394
-94
| -6% | -$28.8K | 0.02% | 485 |
|
|
2021
Q4 | $370K | Sell |
1,488
-322
| -18% | -$80.1K | 0.01% | 522 |
|
|
2021
Q3 | $361K | Buy |
1,810
+58
| +3% | +$11.6K | 0.01% | 517 |
|
|
2021
Q2 | $335K | Buy |
1,752
+279
| +19% | +$53.3K | 0.01% | 519 |
|
|
2021
Q1 | $287K | Buy |
1,473
+40
| +3% | +$7.79K | 0.01% | 516 |
|
|
2020
Q4 | $249K | Buy |
1,433
+77
| +6% | +$13.4K | 0.01% | 524 |
|
|
2020
Q3 | $202K | Sell |
1,356
-36
| -3% | -$5.36K | 0.01% | 544 |
|
|
2020
Q2 | $214K | Buy |
+1,392
| New | +$214K | 0.02% | 519 |
|
|
2019
Q3 | – | Sell |
-350
| Closed | -$47K | – | 877 |
|
|
2019
Q2 | $47K | Buy |
350
+59
| +20% | +$7.92K | ﹤0.01% | 578 |
|
|
2019
Q1 | $34K | Buy |
291
+14
| +5% | +$1.64K | 0.01% | 584 |
|
|
2018
Q4 | $31K | Sell |
277
-100
| -27% | -$11.2K | 0.01% | 564 |
|
|
2018
Q3 | $50K | Buy |
377
+32
| +9% | +$4.24K | 0.01% | 411 |
|
|
2018
Q2 | $46K | Sell |
345
-6
| -2% | -$800 | 0.01% | 526 |
|
|
2018
Q1 | $49K | Buy |
351
+14
| +4% | +$1.95K | 0.01% | 527 |
|
|
2017
Q4 | $53K | Buy |
337
+50
| +17% | +$7.86K | 0.01% | 488 |
|
|
2017
Q3 | $44K | Sell |
287
-49
| -15% | -$7.51K | 0.02% | 415 |
|
|
2017
Q2 | $55K | Buy |
+336
| New | +$55K | 0.02% | 445 |
|