Sara-Bay Financial’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $890K | Sell |
1,215
-26
| -2% | -$19.1K | 0.32% | 31 |
|
|
2025
Q1 | $829K | Hold |
1,241
| – | – | 0.37% | 34 |
|
|
2024
Q4 | $708K | Sell |
1,241
-19
| -2% | -$10.8K | 0.26% | 38 |
|
|
2024
Q3 | $623K | Hold |
1,260
| – | – | 0.23% | 50 |
|
|
2024
Q2 | $736K | Sell |
1,260
-18
| -1% | -$10.5K | 0.3% | 39 |
|
|
2024
Q1 | $686K | Sell |
1,278
-38
| -3% | -$20.4K | 0.31% | 40 |
|
|
2023
Q4 | $609K | Sell |
1,316
-83
| -6% | -$38.4K | 0.3% | 41 |
|
|
2023
Q3 | $608K | Hold |
1,399
| – | – | 0.31% | 33 |
|
|
2023
Q2 | $598K | Sell |
1,399
-61
| -4% | -$26.1K | 0.29% | 37 |
|
|
2023
Q1 | $520K | Sell |
1,460
-23
| -2% | -$8.19K | 0.26% | 40 |
|
|
2022
Q4 | $556K | Sell |
1,483
-48
| -3% | -$18K | 0.31% | 39 |
|
|
2022
Q3 | $520K | Sell |
1,531
-44
| -3% | -$14.9K | 0.29% | 38 |
|
|
2022
Q2 | $516K | Hold |
1,575
| – | – | 0.25% | 46 |
|
|
2022
Q1 | $482K | Hold |
1,575
| – | – | 0.19% | 52 |
|
|
2021
Q4 | $391K | Hold |
1,575
| – | – | 0.12% | 60 |
|
|
2021
Q3 | $314K | Hold |
1,575
| – | – | 0.12% | 60 |
|
|
2021
Q2 | $301K | Hold |
1,575
| – | – | 0.11% | 64 |
|
|
2021
Q1 | $307K | Hold |
1,575
| – | – | 0.13% | 60 |
|
|
2020
Q4 | $274K | Hold |
1,575
| – | – | 0.12% | 66 |
|
|
2020
Q3 | $235K | Hold |
1,575
| – | – | 0.13% | 65 |
|
|
2020
Q2 | $239K | Buy |
+1,575
| New | +$239K | 0.14% | 68 |
|