Simon Quick 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 | $975K | Buy |
1,331
+297
| +29% | +$218K | 0.04% | 257 |
|
|
2025
Q1 | $696K | Buy |
1,034
+368
| +55% | +$248K | 0.04% | 227 |
|
|
2024
Q4 | $380K | Buy |
666
+89
| +15% | +$50.7K | 0.02% | 304 |
|
|
2024
Q3 | $285K | Buy |
577
+16
| +3% | +$7.91K | 0.02% | 334 |
|
|
2024
Q2 | $328K | Buy |
561
+136
| +32% | +$79.4K | 0.02% | 272 |
|
|
2024
Q1 | $228K | Buy |
+425
| New | +$228K | 0.02% | 367 |
|
|
2020
Q1 | – | Sell |
-50
| Closed | -$7K | – | 617 |
|
|
2019
Q4 | $7K | Buy |
+50
| New | +$7K | ﹤0.01% | 442 |
|
|
2018
Q4 | – | Sell |
-16
| Closed | -$2K | – | 349 |
|
|
2018
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 290 |
|
|
2018
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 325 |
|
|
2018
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 292 |
|
|
2017
Q4 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 390 |
|
|
2017
Q1 | – | Sell |
-325
| Closed | -$46K | – | 363 |
|
|
2016
Q4 | $46K | Buy |
+325
| New | +$46K | 0.03% | 162 |
|