Shelton Capital Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Sell |
2,531
-1,321
| -34% | -$968K | 0.04% | 230 |
|
|
2025
Q1 | $2.59M | Sell |
3,852
-15
| -0.4% | -$10.1K | 0.06% | 207 |
|
|
2024
Q4 | $2.2M | Sell |
3,867
-1,534
| -28% | -$874K | 0.05% | 219 |
|
|
2024
Q3 | $2.67M | Sell |
5,401
-2,221
| -29% | -$1.1M | 0.07% | 222 |
|
|
2024
Q2 | $4.45M | Hold |
7,622
| – | – | 0.12% | 166 |
|
|
2024
Q1 | $4.09M | Hold |
7,622
| – | – | 0.12% | 184 |
|
|
2023
Q4 | $3.53M | Buy |
7,622
+2,079
| +38% | +$963K | 0.11% | 190 |
|
|
2023
Q3 | $2.41M | Buy |
5,543
+4,700
| +558% | +$2.04M | 0.09% | 222 |
|
|
2023
Q2 | $360K | Hold |
843
| – | – | 0.01% | 405 |
|
|
2023
Q1 | $300K | Sell |
843
-6,457
| -88% | -$2.3M | 0.01% | 465 |
|
|
2022
Q4 | $2.74M | Sell |
7,300
-6,917
| -49% | -$2.59M | 0.29% | 121 |
|
|
2022
Q3 | $4.83M | Sell |
14,217
-6,064
| -30% | -$2.06M | 0.23% | 103 |
|
|
2022
Q2 | $6.62M | Hold |
20,281
| – | – | 0.3% | 86 |
|
|
2022
Q1 | $6.21M | Buy |
20,281
+19,300
| +1,967% | +$5.91M | 0.23% | 97 |
|
|
2021
Q4 | $244K | Sell |
981
-67
| -6% | -$16.7K | 0.01% | 675 |
|
|
2021
Q3 | $209K | Hold |
1,048
| – | – | 0.01% | 741 |
|
|
2021
Q2 | $200K | Hold |
1,048
| – | – | 0.01% | 802 |
|
|
2021
Q1 | $204K | Buy |
+1,048
| New | +$204K | 0.01% | 764 |
|
|
2019
Q4 | – | Sell |
-1,736
| Closed | -$237K | – | 849 |
|
|
2019
Q3 | $237K | Hold |
1,736
| – | – | 0.01% | 654 |
|
|
2019
Q2 | $233K | Buy |
1,736
+1,533
| +755% | +$206K | 0.01% | 688 |
|
|
2019
Q1 | $1.74K | Buy |
+203
| New | +$1.74K | 0.01% | 797 |
|
|
2018
Q4 | – | Sell |
-1,736
| Closed | -$230K | – | 848 |
|
|
2018
Q3 | $230K | Hold |
1,736
| – | – | 0.01% | 768 |
|
|
2018
Q2 | $232K | Hold |
1,736
| – | – | 0.01% | 710 |
|
|
2018
Q1 | $245K | Hold |
1,736
| – | – | 0.02% | 667 |
|
|
2017
Q4 | $271K | Hold |
1,736
| – | – | 0.02% | 633 |
|
|
2017
Q3 | $267K | Sell |
1,736
-9
| -0.5% | -$1.38K | 0.02% | 623 |
|
|
2017
Q2 | $287K | Buy |
1,745
+9
| +0.5% | +$1.48K | 0.02% | 599 |
|
|
2017
Q1 | $257K | Hold |
1,736
| – | – | 0.02% | 659 |
|
|
2016
Q4 | $244K | Sell |
1,736
-818
| -32% | -$115K | 0.02% | 725 |
|
|
2016
Q3 | $426K | Sell |
2,554
-100
| -4% | -$16.7K | 0.04% | 430 |
|
|
2016
Q2 | $495K | Sell |
2,654
-100
| -4% | -$18.7K | 0.04% | 366 |
|
|
2016
Q1 | $433K | Hold |
2,754
| – | – | 0.04% | 407 |
|
|
2015
Q4 | $543K | Buy |
2,754
+200
| +8% | +$39.4K | 0.05% | 327 |
|
|
2015
Q3 | $473K | Hold |
2,554
| – | – | 0.05% | 357 |
|
|
2015
Q2 | $574K | Sell |
2,554
-1,100
| -30% | -$247K | 0.06% | 320 |
|
|
2015
Q1 | $827K | Buy |
3,654
+790
| +28% | +$179K | 0.09% | 226 |
|
|
2014
Q4 | $595K | Buy |
2,864
+818
| +40% | +$170K | 0.07% | 301 |
|
|
2014
Q3 | $398K | Hold |
2,046
| – | – | 0.05% | 427 |
|
|
2014
Q2 | $381K | Hold |
2,046
| – | – | 0.05% | 454 |
|
|
2014
Q1 | $361K | Buy |
2,046
+310
| +18% | +$54.7K | 0.05% | 450 |
|
|
2013
Q4 | $280K | Hold |
1,736
| – | – | 0.04% | 543 |
|
|
2013
Q3 | $223K | Buy |
+1,736
| New | +$223K | 0.04% | 596 |
|