Optimum 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 | $1.03M | Hold |
1,400
| – | – | 0.45% | 47 |
|
|
2025
Q1 | $942K | Hold |
1,400
| – | – | 0.44% | 51 |
|
|
2024
Q4 | $798K | Hold |
1,400
| – | – | 0.35% | 61 |
|
|
2024
Q3 | $692K | Hold |
1,400
| – | – | 0.3% | 73 |
|
|
2024
Q2 | $818K | Hold |
1,400
| – | – | 0.37% | 61 |
|
|
2024
Q1 | $752K | Hold |
1,400
| – | – | 0.35% | 69 |
|
|
2023
Q4 | $648K | Sell |
1,400
-41
| -3% | -$19K | 0.33% | 72 |
|
|
2023
Q3 | $627K | Hold |
1,441
| – | – | 0.32% | 78 |
|
|
2023
Q2 | $616K | Hold |
1,441
| – | – | 0.3% | 80 |
|
|
2023
Q1 | $513K | Sell |
1,441
-2
| -0.1% | -$712 | 0.27% | 93 |
|
|
2022
Q4 | $541K | Hold |
1,443
| – | – | 0.29% | 86 |
|
|
2022
Q3 | $491K | Buy |
1,443
+2
| +0.1% | +$681 | 0.26% | 90 |
|
|
2022
Q2 | $470K | Hold |
1,441
| – | – | 0.24% | 99 |
|
|
2022
Q1 | $441K | Hold |
1,441
| – | – | 0.19% | 119 |
|
|
2021
Q4 | $358K | Hold |
1,441
| – | – | 0.14% | 148 |
|
|
2021
Q3 | $287K | Hold |
1,441
| – | – | 0.12% | 165 |
|
|
2021
Q2 | $276K | Hold |
1,441
| – | – | 0.09% | 212 |
|
|
2021
Q1 | $281K | Hold |
1,441
| – | – | 0.08% | 215 |
|
|
2020
Q4 | $251K | Hold |
1,441
| – | – | 0.08% | 220 |
|
|
2020
Q3 | $215K | Hold |
1,441
| – | – | 0.07% | 224 |
|
|
2020
Q2 | $221K | Buy |
1,441
+1
| +0.1% | +$153 | 0.08% | 224 |
|
|
2020
Q1 | $195K | Hold |
1,440
| – | – | 0.08% | 215 |
|
|
2019
Q4 | $199K | Hold |
1,440
| – | – | 0.06% | 276 |
|
|
2019
Q3 | $197K | Sell |
1,440
-1,050
| -42% | -$144K | 0.06% | 265 |
|
|
2019
Q2 | $335K | Hold |
2,490
| – | – | 0.11% | 198 |
|
|
2019
Q1 | $291K | Hold |
2,490
| – | – | 0.1% | 216 |
|
|
2018
Q4 | $275K | Buy |
2,490
+40
| +2% | +$4.42K | 0.09% | 205 |
|
|
2018
Q3 | $325K | Hold |
2,450
| – | – | 0.09% | 219 |
|
|
2018
Q2 | $327K | Hold |
2,450
| – | – | 0.09% | 214 |
|
|
2018
Q1 | $345K | Hold |
2,450
| – | – | 0.1% | 201 |
|
|
2017
Q4 | $382K | Sell |
2,450
-94
| -4% | -$14.7K | 0.12% | 193 |
|
|
2017
Q3 | $391K | Sell |
2,544
-200
| -7% | -$30.7K | 0.13% | 197 |
|
|
2017
Q2 | $451K | Buy |
2,744
+94
| +4% | +$15.5K | 0.16% | 178 |
|
|
2017
Q1 | $393K | Hold |
2,650
| – | – | 0.14% | 193 |
|
|
2016
Q4 | $372K | Sell |
2,650
-57
| -2% | -$8K | 0.14% | 191 |
|
|
2016
Q3 | $451K | Hold |
2,707
| – | – | 0.17% | 170 |
|
|
2016
Q2 | $505K | Hold |
2,707
| – | – | 0.2% | 143 |
|
|
2016
Q1 | $426K | Sell |
2,707
-35
| -1% | -$5.51K | 0.17% | 162 |
|
|
2015
Q4 | $541K | Sell |
2,742
-743
| -21% | -$147K | 0.21% | 136 |
|
|
2015
Q3 | $645K | Buy |
+3,485
| New | +$645K | 0.26% | 116 |
|
|
2015
Q1 | $811K | Buy |
3,585
+200
| +6% | +$45.2K | 0.26% | 108 |
|
|
2014
Q4 | $703K | Hold |
3,385
| – | – | 0.23% | 119 |
|
|
2014
Q3 | $659K | Sell |
3,385
-500
| -13% | -$97.3K | 0.22% | 123 |
|
|
2014
Q2 | $723K | Hold |
3,885
| – | – | 0.23% | 120 |
|
|
2014
Q1 | $686K | Hold |
3,885
| – | – | 0.26% | 114 |
|
|
2013
Q4 | $627K | Sell |
3,885
-800
| -17% | -$129K | 0.24% | 118 |
|
|
2013
Q3 | $601K | Buy |
+4,685
| New | +$601K | 0.25% | 114 |
|