Sequoia 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 | $6.59M | Buy |
8,988
+292
| +3% | +$214K | 0.05% | 231 |
|
|
2025
Q1 | $5.85M | Buy |
8,696
+1,688
| +24% | +$1.14M | 0.05% | 247 |
|
|
2024
Q4 | $3.99M | Buy |
7,008
+414
| +6% | +$236K | 0.04% | 282 |
|
|
2024
Q3 | $3.26M | Buy |
6,594
+226
| +4% | +$112K | 0.04% | 278 |
|
|
2024
Q2 | $3.72M | Buy |
6,368
+143
| +2% | +$83.5K | 0.04% | 227 |
|
|
2024
Q1 | $3.34M | Sell |
6,225
-649
| -9% | -$348K | 0.04% | 248 |
|
|
2023
Q4 | $3.18M | Buy |
6,874
+1,528
| +29% | +$707K | 0.04% | 268 |
|
|
2023
Q3 | $2.32M | Buy |
5,346
+29
| +0.5% | +$12.6K | 0.04% | 211 |
|
|
2023
Q2 | $2.27M | Buy |
5,317
+342
| +7% | +$146K | 0.04% | 221 |
|
|
2023
Q1 | $1.77M | Buy |
4,975
+1,219
| +32% | +$434K | 0.04% | 233 |
|
|
2022
Q4 | $1.41M | Buy |
3,756
+2,684
| +250% | +$1.01M | 0.03% | 239 |
|
|
2022
Q3 | $364K | Sell |
1,072
-670
| -38% | -$228K | 0.01% | 343 |
|
|
2022
Q2 | $569K | Buy |
1,742
+9
| +0.5% | +$2.94K | 0.02% | 303 |
|
|
2022
Q1 | $531K | Buy |
1,733
+245
| +16% | +$75.1K | 0.01% | 346 |
|
|
2021
Q4 | $370K | Buy |
+1,488
| New | +$370K | 0.01% | 393 |
|
|
2018
Q3 | – | Sell |
-1,861
| Closed | -$248K | – | 329 |
|
|
2018
Q2 | $248K | Sell |
1,861
-715
| -28% | -$95.3K | 0.03% | 260 |
|
|
2018
Q1 | $363K | Buy |
2,576
+658
| +34% | +$92.7K | 0.04% | 203 |
|
|
2017
Q4 | $299K | Sell |
1,918
-13
| -0.7% | -$2.03K | 0.03% | 224 |
|
|
2017
Q3 | $297K | Buy |
1,931
+13
| +0.7% | +$2K | 0.04% | 211 |
|
|
2017
Q2 | $316K | Hold |
1,918
| – | – | 0.04% | 200 |
|
|
2017
Q1 | $284K | Buy |
+1,918
| New | +$284K | 0.04% | 207 |
|
|
2016
Q3 | – | Sell |
-1,152
| Closed | -$215K | – | 269 |
|
|
2016
Q2 | $215K | Buy |
+1,152
| New | +$215K | 0.06% | 219 |
|