Reilly Financial Advisors’s McKesson MCK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	$30K	Buy	+121	New	+$30K	﹤0.01%	494
2021 Q3	–	Sell	-67	Closed	-$13K	–	999
2021 Q2	$13K	Hold	67	–	–	﹤0.01%	644
2021 Q1	$13K	Hold	67	–	–	﹤0.01%	639
2020 Q4	$12K	Hold	67	–	–	﹤0.01%	595
2020 Q3	$10K	Hold	67	–	–	﹤0.01%	569
2020 Q2	$10K	Sell	67 -133	-67%	-$19.9K	﹤0.01%	582
2020 Q1	$27K	Buy	200 +133	+199%	+$18K	﹤0.01%	387
2019 Q4	$9K	Hold	67	–	–	﹤0.01%	649
2019 Q3	$9K	Sell	67 -81	-55%	-$10.9K	﹤0.01%	649
2019 Q2	$20K	Sell	148 -375	-72%	-$50.7K	﹤0.01%	535
2019 Q1	$61K	Hold	523	–	–	0.01%	316
2018 Q4	$58K	Sell	523 -375	-42%	-$41.6K	0.01%	303
2018 Q3	$119K	Buy	898 +750	+507%	+$99.4K	0.02%	223
2018 Q2	$20K	Hold	148	–	–	﹤0.01%	502
2018 Q1	$21K	Sell	148 -50	-25%	-$7.1K	﹤0.01%	485
2017 Q4	$31K	Hold	198	–	–	﹤0.01%	405
2017 Q3	$30K	Hold	198	–	–	﹤0.01%	395
2017 Q2	$33K	Hold	198	–	–	0.01%	382
2017 Q1	$29K	Buy	198 +117	+144%	+$17.1K	﹤0.01%	404
2016 Q4	$11K	Hold	81	–	–	﹤0.01%	544
2016 Q3	$14K	Hold	81	–	–	﹤0.01%	463
2016 Q2	$15K	Hold	81	–	–	﹤0.01%	428
2016 Q1	$13K	Sell	81 -5	-6%	-$802	﹤0.01%	524
2015 Q4	$17K	Hold	86	–	–	﹤0.01%	490
2015 Q3	$16K	Buy	86 +5	+6%	+$930	﹤0.01%	664
2015 Q2	$18K	Hold	81	–	–	﹤0.01%	704
2015 Q1	$18K	Hold	81	–	–	﹤0.01%	693
2014 Q4	$17K	Hold	81	–	–	﹤0.01%	424
2014 Q3	$16K	Hold	81	–	–	﹤0.01%	433
2014 Q2	$15K	Hold	81	–	–	﹤0.01%	469
2014 Q1	$14K	Hold	81	–	–	﹤0.01%	494
2013 Q4	$13K	Hold	81	–	–	﹤0.01%	479
2013 Q3	$11K	Sell	81 -100	-55%	-$13.6K	﹤0.01%	455
2013 Q2	$21K	Buy	+181	New	+$21K	0.01%	342