Patriot Financial Group Insurance Agency’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
2,073
+360
| +21% | +$264K | 0.17% | 145 |
|
|
2025
Q1 | $1.15M | Buy |
1,713
+135
| +9% | +$90.9K | 0.15% | 165 |
|
|
2024
Q4 | $899K | Buy |
1,578
+132
| +9% | +$75.2K | 0.12% | 195 |
|
|
2024
Q3 | $715K | Buy |
1,446
+220
| +18% | +$109K | 0.1% | 230 |
|
|
2024
Q2 | $716K | Buy |
1,226
+154
| +14% | +$89.9K | 0.11% | 208 |
|
|
2024
Q1 | $576K | Buy |
1,072
+210
| +24% | +$113K | 0.09% | 247 |
|
|
2023
Q4 | $399K | Sell |
862
-307
| -26% | -$142K | 0.08% | 282 |
|
|
2023
Q3 | $509K | Buy |
1,169
+177
| +18% | +$77K | 0.11% | 227 |
|
|
2023
Q2 | $424K | Buy |
992
+184
| +23% | +$78.7K | 0.08% | 274 |
|
|
2023
Q1 | $288K | Buy |
808
+183
| +29% | +$65.2K | 0.06% | 347 |
|
|
2022
Q4 | $235K | Buy |
+625
| New | +$235K | 0.03% | 362 |
|
|
2022
Q3 | – | Sell |
-664
| Closed | -$217K | – | 1309 |
|
|
2022
Q2 | $217K | Buy |
664
+68
| +11% | +$22.2K | 0.04% | 360 |
|
|
2022
Q1 | $182K | Buy |
596
+59
| +11% | +$18K | 0.03% | 429 |
|
|
2021
Q4 | $134K | Buy |
537
+34
| +7% | +$8.48K | 0.02% | 561 |
|
|
2021
Q3 | $100K | Buy |
503
+143
| +40% | +$28.4K | 0.02% | 654 |
|
|
2021
Q2 | $69K | Buy |
360
+197
| +121% | +$37.8K | 0.01% | 731 |
|
|
2021
Q1 | $32K | Sell |
163
-860
| -84% | -$169K | 0.01% | 931 |
|
|
2020
Q4 | $178K | Hold |
1,023
| – | – | 0.04% | 370 |
|
|
2020
Q3 | $152K | Buy |
1,023
+8
| +0.8% | +$1.19K | 0.05% | 318 |
|
|
2020
Q2 | $156K | Buy |
1,015
+15
| +2% | +$2.31K | 0.06% | 270 |
|
|
2020
Q1 | $135K | Hold |
1,000
| – | – | 0.06% | 271 |
|
|
2019
Q4 | $138K | Hold |
1,000
| – | – | 0.05% | 286 |
|
|
2019
Q3 | $137K | Hold |
1,000
| – | – | 0.06% | 262 |
|
|
2019
Q2 | $136K | Hold |
1,000
| – | – | 0.06% | 255 |
|
|
2019
Q1 | $117K | Buy |
+1,000
| New | +$117K | 0.06% | 243 |
|