Resonant Capital 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 | $6.54M | Buy |
8,924
+11
| +0.1% | +$8.07K | 0.42% | 50 |
|
|
2025
Q1 | $6M | Buy |
8,913
+312
| +4% | +$210K | 0.42% | 50 |
|
|
2024
Q4 | $4.91M | Sell |
8,601
-38
| -0.4% | -$21.7K | 0.36% | 59 |
|
|
2024
Q3 | $4.28M | Buy |
8,639
+34
| +0.4% | +$16.8K | 0.31% | 66 |
|
|
2024
Q2 | $5.03M | Buy |
8,605
+117
| +1% | +$68.4K | 0.41% | 53 |
|
|
2024
Q1 | $4.56M | Buy |
8,488
+51
| +0.6% | +$27.4K | 0.39% | 55 |
|
|
2023
Q4 | $3.91M | Sell |
8,437
-535
| -6% | -$248K | 0.38% | 58 |
|
|
2023
Q3 | $3.91M | Sell |
8,972
-3,856
| -30% | -$1.68M | 0.42% | 54 |
|
|
2023
Q2 | $5.49M | Sell |
12,828
-178
| -1% | -$76.2K | 0.6% | 41 |
|
|
2023
Q1 | $4.64M | Sell |
13,006
-57
| -0.4% | -$20.3K | 0.53% | 48 |
|
|
2022
Q4 | $4.91M | Sell |
13,063
-211
| -2% | -$79.3K | 0.61% | 42 |
|
|
2022
Q3 | $4.52M | Sell |
13,274
-179
| -1% | -$60.9K | 0.69% | 39 |
|
|
2022
Q2 | $4.4M | Sell |
13,453
-362
| -3% | -$118K | 0.69% | 41 |
|
|
2022
Q1 | $4.24M | Buy |
13,815
+24
| +0.2% | +$7.37K | 0.63% | 37 |
|
|
2021
Q4 | $3.43M | Buy |
13,791
+829
| +6% | +$206K | 0.52% | 43 |
|
|
2021
Q3 | $2.58M | Buy |
12,962
+1,969
| +18% | +$393K | 0.45% | 53 |
|
|
2021
Q2 | $2.11M | Buy |
10,993
+168
| +2% | +$32.2K | 0.41% | 54 |
|
|
2021
Q1 | $2.12M | Buy |
10,825
+933
| +9% | +$182K | 0.44% | 55 |
|
|
2020
Q4 | $1.72M | Buy |
9,892
+500
| +5% | +$87.1K | 0.41% | 51 |
|
|
2020
Q3 | $1.4M | Buy |
9,392
+157
| +2% | +$23.5K | 0.4% | 55 |
|
|
2020
Q2 | $1.42M | Sell |
9,235
-3,796
| -29% | -$582K | 0.41% | 54 |
|
|
2020
Q1 | $1.76M | Buy |
13,031
+989
| +8% | +$134K | 0.64% | 45 |
|
|
2019
Q4 | $1.67M | Buy |
+12,042
| New | +$1.67M | 0.53% | 62 |
|