Sowell Financial Services’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.23M | Sell |
3,049
-291
| -9% | -$213K | 0.09% | 231 |
|
2025
Q1 | $2.25M | Buy |
+3,340
| New | +$2.25M | 0.1% | 212 |
|
2023
Q2 | – | Sell |
-1,181
| Closed | -$420K | – | 716 |
|
2023
Q1 | $420K | Buy |
+1,181
| New | +$420K | 0.03% | 478 |
|
2021
Q2 | – | Sell |
-253
| Closed | -$47K | – | 1820 |
|
2021
Q1 | $47K | Sell |
253
-222
| -47% | -$41.2K | ﹤0.01% | 1685 |
|
2020
Q4 | $83K | Buy |
475
+208
| +78% | +$36.3K | ﹤0.01% | 1219 |
|
2020
Q3 | $40K | Sell |
267
-102
| -28% | -$15.3K | ﹤0.01% | 1290 |
|
2020
Q2 | $57K | Sell |
369
-1,788
| -83% | -$276K | ﹤0.01% | 1134 |
|
2020
Q1 | $292K | Buy |
2,157
+895
| +71% | +$121K | 0.02% | 554 |
|
2019
Q4 | $175K | Sell |
1,262
-777
| -38% | -$108K | 0.01% | 755 |
|
2019
Q3 | $279K | Buy |
+2,039
| New | +$279K | 0.02% | 555 |
|
2017
Q1 | – | Sell |
-406
| Closed | -$59K | – | 448 |
|
2016
Q4 | $59K | Buy |
+406
| New | +$59K | 0.02% | 323 |
|