ProVise Management Group’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Buy |
13,973
+238
| +2% | +$174K | 0.81% | 40 |
|
|
2025
Q1 | $9.24M | Buy |
13,735
+131
| +1% | +$88.2K | 0.78% | 44 |
|
|
2024
Q4 | $7.75M | Sell |
13,604
-124
| -0.9% | -$70.7K | 0.66% | 45 |
|
|
2024
Q3 | $6.79M | Buy |
13,728
+23
| +0.2% | +$11.4K | 0.54% | 51 |
|
|
2024
Q2 | $8M | Buy |
13,705
+189
| +1% | +$110K | 0.68% | 43 |
|
|
2024
Q1 | $7.26M | Buy |
13,516
+693
| +5% | +$372K | 0.63% | 50 |
|
|
2023
Q4 | $5.94M | Sell |
12,823
-154
| -1% | -$71.3K | 0.5% | 58 |
|
|
2023
Q3 | $5.64M | Sell |
12,977
-545
| -4% | -$237K | 0.52% | 55 |
|
|
2023
Q2 | $5.78M | Sell |
13,522
-1,797
| -12% | -$768K | 0.52% | 56 |
|
|
2023
Q1 | $5.45M | Buy |
15,319
+2,215
| +17% | +$789K | 0.52% | 59 |
|
|
2022
Q4 | $4.92M | Sell |
13,104
-241
| -2% | -$90.4K | 0.5% | 59 |
|
|
2022
Q3 | $4.54M | Sell |
13,345
-69
| -0.5% | -$23.5K | 0.51% | 61 |
|
|
2022
Q2 | $4.38M | Buy |
13,414
+378
| +3% | +$123K | 0.47% | 68 |
|
|
2022
Q1 | $3.99M | Buy |
13,036
+826
| +7% | +$253K | 0.38% | 74 |
|
|
2021
Q4 | $3.03M | Buy |
12,210
+1,072
| +10% | +$266K | 0.27% | 96 |
|
|
2021
Q3 | $2.22M | Buy |
11,138
+545
| +5% | +$109K | 0.22% | 122 |
|
|
2021
Q2 | $2.03M | Sell |
10,593
-275
| -3% | -$52.6K | 0.21% | 118 |
|
|
2021
Q1 | $2.12M | Sell |
10,868
-279
| -3% | -$54.4K | 0.23% | 112 |
|
|
2020
Q4 | $1.94M | Hold |
11,147
| – | – | 0.22% | 114 |
|
|
2020
Q3 | $1.66M | Sell |
11,147
-40
| -0.4% | -$5.96K | 0.22% | 109 |
|
|
2020
Q2 | $1.72M | Sell |
11,187
-1,804
| -14% | -$277K | 0.25% | 107 |
|
|
2020
Q1 | $1.76M | Sell |
12,991
-1,395
| -10% | -$189K | 0.29% | 96 |
|
|
2019
Q4 | $1.99M | Sell |
14,386
-2,000
| -12% | -$277K | 0.24% | 109 |
|
|
2019
Q3 | $2.24M | Sell |
16,386
-50
| -0.3% | -$6.83K | 0.3% | 97 |
|
|
2019
Q2 | $2.21M | Sell |
16,436
-3
| -0% | -$403 | 0.3% | 97 |
|
|
2019
Q1 | $1.92M | Buy |
16,439
+600
| +4% | +$70.2K | 0.27% | 101 |
|
|
2018
Q4 | $1.75M | Sell |
15,839
-2,345
| -13% | -$259K | 0.28% | 97 |
|
|
2018
Q3 | $2.41M | Sell |
18,184
-4,705
| -21% | -$624K | 0.32% | 92 |
|
|
2018
Q2 | $9.05K | Buy |
22,889
+224
| +1% | +$89 | 0.68% | 46 |
|
|
2018
Q1 | $3.19M | Sell |
22,665
-295
| -1% | -$41.5K | 0.47% | 62 |
|
|
2017
Q4 | $3.58M | Sell |
22,960
-4,500
| -16% | -$702K | 0.51% | 57 |
|
|
2017
Q3 | $4.22M | Buy |
27,460
+1,935
| +8% | +$297K | 0.61% | 47 |
|
|
2017
Q2 | $4.2M | Buy |
25,525
+21,240
| +496% | +$3.49M | 0.64% | 43 |
|
|
2017
Q1 | $635K | Buy |
4,285
+1,565
| +58% | +$232K | 0.1% | 185 |
|
|
2016
Q4 | $381K | Sell |
2,720
-2,155
| -44% | -$302K | 0.06% | 236 |
|
|
2016
Q3 | $814K | Buy |
+4,875
| New | +$814K | 0.14% | 162 |
|