Plante Moran Financial 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 | $116K | Sell |
158
-76
| -32% | -$55.6K | 0.01% | 222 |
|
|
2025
Q1 | $157K | Buy |
234
+64
| +38% | +$43K | 0.01% | 194 |
|
|
2024
Q4 | $96.7K | Buy |
170
+15
| +10% | +$8.54K | 0.01% | 262 |
|
|
2024
Q3 | $76.5K | Buy |
155
+98
| +172% | +$48.4K | 0.01% | 321 |
|
|
2024
Q2 | $33.3K | Hold |
57
| – | – | ﹤0.01% | 398 |
|
|
2024
Q1 | $30.6K | Buy |
57
+54
| +1,800% | +$29K | ﹤0.01% | 430 |
|
|
2023
Q4 | $1.39K | Buy |
+3
| New | +$1.39K | ﹤0.01% | 746 |
|
|
2023
Q3 | – | Sell |
-53
| Closed | -$22.6K | – | 837 |
|
|
2023
Q2 | $22.6K | Buy |
+53
| New | +$22.6K | ﹤0.01% | 419 |
|
|
2022
Q3 | – | Sell |
-8
| Closed | -$3K | – | 993 |
|
|
2022
Q2 | $3K | Buy |
+8
| New | +$3K | ﹤0.01% | 774 |
|
|
2022
Q1 | – | Sell |
-24
| Closed | -$6K | – | 933 |
|
|
2021
Q4 | $6K | Sell |
24
-301
| -93% | -$75.3K | ﹤0.01% | 787 |
|
|
2021
Q3 | $65K | Hold |
325
| – | – | 0.01% | 333 |
|
|
2021
Q2 | $62K | Hold |
325
| – | – | 0.02% | 327 |
|
|
2021
Q1 | $63K | Hold |
325
| – | – | 0.02% | 314 |
|
|
2020
Q4 | $57K | Sell |
325
-48
| -13% | -$8.42K | 0.02% | 337 |
|
|
2020
Q3 | $56K | Buy |
373
+48
| +15% | +$7.21K | 0.02% | 303 |
|
|
2020
Q2 | $50K | Hold |
325
| – | – | 0.02% | 289 |
|
|
2020
Q1 | $44K | Hold |
325
| – | – | 0.02% | 273 |
|
|
2019
Q4 | $45K | Buy |
+325
| New | +$45K | 0.02% | 337 |
|
|
2019
Q3 | – | Sell |
-26
| Closed | -$3K | – | 885 |
|
|
2019
Q2 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 694 |
|
|
2019
Q1 | – | Sell |
-174
| Closed | -$19K | – | 873 |
|
|
2018
Q4 | $19K | Sell |
174
-119
| -41% | -$13K | 0.01% | 433 |
|
|
2018
Q3 | $39K | Buy |
293
+50
| +21% | +$6.66K | 0.01% | 345 |
|
|
2018
Q2 | $32K | Sell |
243
-54
| -18% | -$7.11K | 0.02% | 405 |
|
|
2018
Q1 | $42K | Sell |
297
-10
| -3% | -$1.41K | 0.02% | 377 |
|
|
2017
Q4 | $48K | Buy |
307
+10
| +3% | +$1.56K | 0.03% | 355 |
|
|
2017
Q3 | $46K | Buy |
297
+124
| +72% | +$19.2K | 0.03% | 324 |
|
|
2017
Q2 | $28K | Sell |
173
-156
| -47% | -$25.2K | 0.02% | 416 |
|
|
2017
Q1 | $49K | Sell |
329
-50
| -13% | -$7.45K | 0.03% | 320 |
|
|
2016
Q4 | $53K | Sell |
379
-59
| -13% | -$8.25K | 0.03% | 316 |
|
|
2016
Q3 | $73K | Buy |
438
+55
| +14% | +$9.17K | 0.05% | 255 |
|
|
2016
Q2 | $71K | Sell |
383
-420
| -52% | -$77.9K | 0.05% | 238 |
|
|
2016
Q1 | $126K | Hold |
803
| – | – | 0.1% | 149 |
|
|
2015
Q4 | $158K | Sell |
803
-45
| -5% | -$8.85K | 0.12% | 131 |
|
|
2015
Q3 | $157K | Buy |
848
+160
| +23% | +$29.6K | 0.12% | 129 |
|
|
2015
Q2 | $155K | Buy |
688
+50
| +8% | +$11.3K | 0.11% | 141 |
|
|
2015
Q1 | $144K | Buy |
638
+357
| +127% | +$80.6K | 0.1% | 149 |
|
|
2014
Q4 | $58K | Hold |
281
| – | – | 0.04% | 258 |
|
|
2014
Q3 | $55K | Buy |
281
+119
| +73% | +$23.3K | 0.05% | 243 |
|
|
2014
Q2 | $30K | Sell |
162
-138
| -46% | -$25.6K | 0.03% | 310 |
|
|
2014
Q1 | $53K | Sell |
300
-661
| -69% | -$117K | 0.06% | 168 |
|
|
2013
Q4 | $155K | Buy |
961
+653
| +212% | +$105K | 0.09% | 108 |
|
|
2013
Q3 | $40K | Buy |
308
+8
| +3% | +$1.04K | 0.02% | 213 |
|
|
2013
Q2 | $34K | Buy |
+300
| New | +$34K | 0.03% | 200 |
|