Optimum Investment Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.08M | Hold |
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|
2025
Q2 | $1.03M | Hold |
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|
2025
Q1 | $942K | Hold |
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|
2024
Q4 | $798K | Hold |
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|
2024
Q3 | $692K | Hold |
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|
2024
Q2 | $818K | Hold |
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|
2024
Q1 | $752K | Hold |
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|
2023
Q4 | $648K | Sell |
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|
2023
Q3 | $627K | Hold |
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|
2023
Q2 | $616K | Hold |
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|
2023
Q1 | $513K | Sell |
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|
2022
Q4 | $541K | Hold |
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|
2022
Q3 | $491K | Buy |
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|
2022
Q2 | $470K | Hold |
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|
2022
Q1 | $441K | Hold |
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|
2021
Q4 | $358K | Hold |
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|
2021
Q3 | $287K | Hold |
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|
2021
Q2 | $276K | Hold |
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|
2021
Q1 | $281K | Hold |
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|
2020
Q4 | $251K | Hold |
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|
2020
Q3 | $215K | Hold |
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|
2020
Q2 | $221K | Buy |
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|
2020
Q1 | $195K | Hold |
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|
2019
Q4 | $199K | Hold |
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|
2019
Q3 | $197K | Sell |
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|
2019
Q2 | $335K | Hold |
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|
2019
Q1 | $291K | Hold |
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|
2018
Q4 | $275K | Buy |
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|
2018
Q3 | $325K | Hold |
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|
2018
Q2 | $327K | Hold |
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|
2018
Q1 | $345K | Hold |
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|
2017
Q4 | $382K | Sell |
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|
2017
Q3 | $391K | Sell |
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|
2017
Q2 | $451K | Buy |
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|
2017
Q1 | $393K | Hold |
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|
2016
Q4 | $372K | Sell |
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|
2016
Q3 | $451K | Hold |
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|
2016
Q2 | $505K | Hold |
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|
2016
Q1 | $426K | Sell |
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|
2015
Q4 | $541K | Sell |
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|
2015
Q3 | $645K | Buy |
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|
2015
Q1 | $811K | Buy |
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|
2014
Q4 | $703K | Hold |
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|
2014
Q3 | $659K | Sell |
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|
2014
Q2 | $723K | Hold |
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|
2014
Q1 | $686K | Hold |
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|
2013
Q4 | $627K | Sell |
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|
2013
Q3 | $601K | Buy |
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