Pure 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 | $812K | Buy |
1,108
+98
| +10% | +$71.8K | 0.01% | 226 |
|
2025
Q1 | $680K | Buy |
1,010
+218
| +28% | +$147K | 0.01% | 208 |
|
2024
Q4 | $452K | Buy |
792
+25
| +3% | +$14.3K | 0.01% | 231 |
|
2024
Q3 | $379K | Buy |
767
+24
| +3% | +$11.9K | 0.01% | 245 |
|
2024
Q2 | $434K | Sell |
743
-17
| -2% | -$9.93K | 0.01% | 212 |
|
2024
Q1 | $408K | Sell |
760
-161
| -17% | -$86.5K | 0.01% | 218 |
|
2023
Q4 | $426K | Buy |
921
+3
| +0.3% | +$1.39K | 0.01% | 205 |
|
2023
Q3 | $399K | Hold |
918
| – | – | 0.02% | 188 |
|
2023
Q2 | $392K | Hold |
918
| – | – | 0.02% | 183 |
|
2023
Q1 | $327K | Sell |
918
-39
| -4% | -$13.9K | 0.02% | 194 |
|
2022
Q4 | $359K | Buy |
957
+2
| +0.2% | +$751 | 0.02% | 179 |
|
2022
Q3 | $325K | Sell |
955
-91
| -9% | -$31K | 0.02% | 179 |
|
2022
Q2 | $341K | Hold |
1,046
| – | – | 0.02% | 181 |
|
2022
Q1 | $320K | Hold |
1,046
| – | – | 0.01% | 177 |
|
2021
Q4 | $260K | Hold |
1,046
| – | – | 0.01% | 181 |
|
2021
Q3 | $209K | Buy |
+1,046
| New | +$209K | 0.02% | 187 |
|
2017
Q4 | – | Sell |
-1,410
| Closed | -$217K | – | 60 |
|
2017
Q3 | $217K | Sell |
1,410
-582
| -29% | -$89.6K | 0.06% | 105 |
|
2017
Q2 | $328K | Hold |
1,992
| – | – | 0.09% | 91 |
|
2017
Q1 | $295K | Hold |
1,992
| – | – | 0.09% | 89 |
|
2016
Q4 | $280K | Hold |
1,992
| – | – | 0.08% | 85 |
|
2016
Q3 | $332K | Sell |
1,992
-500
| -20% | -$83.3K | 0.11% | 77 |
|
2016
Q2 | $465K | Sell |
2,492
-174
| -7% | -$32.5K | 0.16% | 56 |
|
2016
Q1 | $420K | Buy |
+2,666
| New | +$420K | 0.15% | 62 |
|