SEIA
Signature Estate & Investment Advisors’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.8M | Buy |
58,471
+3,735
| +7% | +$2.74M | 0.99% | 24 |
|
|
2025
Q1 | $36.8M | Sell |
54,736
-48,517
| -47% | -$32.7M | 0.97% | 24 |
|
|
2024
Q4 | $58.8M | Buy |
103,253
+683
| +0.7% | +$389K | 1.47% | 21 |
|
|
2024
Q3 | $50.7M | Buy |
102,570
+4,131
| +4% | +$2.04M | 1.17% | 26 |
|
|
2024
Q2 | $57.5M | Sell |
98,439
-3,440
| -3% | -$2.01M | 1.44% | 17 |
|
|
2024
Q1 | $54.7M | Sell |
101,879
-273
| -0.3% | -$147K | 1.55% | 17 |
|
|
2023
Q4 | $47.3M | Sell |
102,152
-10,245
| -9% | -$4.74M | 1.39% | 22 |
|
|
2023
Q3 | $48.9M | Sell |
112,397
-705
| -0.6% | -$307K | 1.65% | 13 |
|
|
2023
Q2 | $48.3M | Buy |
113,102
+922
| +0.8% | +$394K | 1.6% | 16 |
|
|
2023
Q1 | $39.9M | Buy |
112,180
+8,909
| +9% | +$3.17M | 1.4% | 24 |
|
|
2022
Q4 | $38.7M | Sell |
103,271
-16,177
| -14% | -$6.07M | 1.39% | 27 |
|
|
2022
Q3 | $40.6M | Sell |
119,448
-7,212
| -6% | -$2.45M | 1.91% | 12 |
|
|
2022
Q2 | $41.3M | Sell |
126,660
-23,882
| -16% | -$7.79M | 2.09% | 11 |
|
|
2022
Q1 | $46.1M | Sell |
150,542
-36,381
| -19% | -$11.1M | 2.11% | 10 |
|
|
2021
Q4 | $46.5M | Sell |
186,923
-15,754
| -8% | -$3.92M | 2.08% | 11 |
|
|
2021
Q3 | $40.4M | Buy |
202,677
+6,412
| +3% | +$1.28M | 1.98% | 15 |
|
|
2021
Q2 | $37.5M | Buy |
196,265
+6,379
| +3% | +$1.22M | 1.69% | 23 |
|
|
2021
Q1 | $37M | Buy |
189,886
+7,840
| +4% | +$1.53M | 1.8% | 14 |
|
|
2020
Q4 | $31.7M | Buy |
182,046
+3,728
| +2% | +$648K | 1.71% | 21 |
|
|
2020
Q3 | $26.6M | Buy |
178,318
+4,179
| +2% | +$622K | 1.65% | 27 |
|
|
2020
Q2 | $26.7M | Buy |
174,139
+739
| +0.4% | +$113K | 1.89% | 19 |
|
|
2020
Q1 | $23.5M | Sell |
173,400
-14,552
| -8% | -$1.97M | 1.87% | 21 |
|
|
2019
Q4 | $26M | Buy |
187,952
+6,645
| +4% | +$919K | 1.59% | 26 |
|
|
2019
Q3 | $24.8M | Buy |
+181,307
| New | +$24.8M | 1.64% | 24 |
|
|
2016
Q1 | – | Sell |
-1,730
| Closed | -$341K | – | 129 |
|
|
2015
Q4 | $341K | Sell |
1,730
-775
| -31% | -$153K | 0.06% | 91 |
|
|
2015
Q3 | $464K | Sell |
2,505
-45,360
| -95% | -$8.4M | 0.1% | 73 |
|
|
2015
Q2 | $10.8M | Buy |
47,865
+4,319
| +10% | +$971K | 2.4% | 17 |
|
|
2015
Q1 | $9.85M | Buy |
43,546
+6,427
| +17% | +$1.45M | 2.6% | 13 |
|
|
2014
Q4 | $7.71M | Buy |
37,119
+634
| +2% | +$132K | 2.56% | 18 |
|
|
2014
Q3 | $7.1M | Buy |
36,485
+2,888
| +9% | +$562K | 2.54% | 15 |
|
|
2014
Q2 | $6.26M | Buy |
33,597
+3,785
| +13% | +$705K | 2.2% | 18 |
|
|
2014
Q1 | $5.26M | Buy |
29,812
+1,956
| +7% | +$345K | 2.06% | 20 |
|
|
2013
Q4 | $4.5M | Sell |
27,856
-5,200
| -16% | -$839K | 2.22% | 19 |
|
|
2013
Q3 | $4.24M | Buy |
33,056
+3,305
| +11% | +$424K | 2.44% | 14 |
|
|
2013
Q2 | $3.41M | Buy |
+29,751
| New | +$3.41M | 2.45% | 13 |
|