Spirit of America Management Corp’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.46M | Sell |
4,720
-125
| -3% | -$91.6K | 0.72% | 38 |
|
2025
Q1 | $3.26M | Hold |
4,845
| – | – | 0.66% | 40 |
|
2024
Q4 | $2.76M | Hold |
4,845
| – | – | 0.56% | 44 |
|
2024
Q3 | $2.4M | Hold |
4,845
| – | – | 0.48% | 54 |
|
2024
Q2 | $2.83M | Hold |
4,845
| – | – | 0.57% | 43 |
|
2024
Q1 | $2.6M | Hold |
4,845
| – | – | 0.52% | 51 |
|
2023
Q4 | $2.24M | Buy |
4,845
+45
| +0.9% | +$20.8K | 0.49% | 49 |
|
2023
Q3 | $2.09M | Buy |
4,800
+100
| +2% | +$43.5K | 0.47% | 45 |
|
2023
Q2 | $2.01M | Hold |
4,700
| – | – | 0.45% | 53 |
|
2023
Q1 | $1.67M | Hold |
4,700
| – | – | 0.37% | 70 |
|
2022
Q4 | $1.76M | Buy |
4,700
+850
| +22% | +$319K | 0.4% | 67 |
|
2022
Q3 | $1.31M | Buy |
3,850
+1,500
| +64% | +$510K | 0.31% | 80 |
|
2022
Q2 | $767K | Buy |
2,350
+100
| +4% | +$32.6K | 0.17% | 116 |
|
2022
Q1 | $689K | Hold |
2,250
| – | – | 0.13% | 131 |
|
2021
Q4 | $559K | Hold |
2,250
| – | – | 0.11% | 150 |
|
2021
Q3 | $449K | Hold |
2,250
| – | – | 0.1% | 159 |
|
2021
Q2 | $430K | Hold |
2,250
| – | – | 0.09% | 159 |
|
2021
Q1 | $439K | Hold |
2,250
| – | – | 0.1% | 153 |
|
2020
Q4 | $391K | Hold |
2,250
| – | – | 0.1% | 154 |
|
2020
Q3 | $335K | Hold |
2,250
| – | – | 0.09% | 153 |
|
2020
Q2 | $345K | Hold |
2,250
| – | – | 0.09% | 152 |
|
2020
Q1 | $304K | Hold |
2,250
| – | – | 0.1% | 148 |
|
2019
Q4 | $311K | Hold |
2,250
| – | – | 0.05% | 183 |
|
2019
Q3 | $307K | Hold |
2,250
| – | – | 0.05% | 193 |
|
2019
Q2 | $302K | Hold |
2,250
| – | – | 0.05% | 196 |
|
2019
Q1 | $263K | Sell |
2,250
-600
| -21% | -$70.1K | 0.04% | 197 |
|
2018
Q4 | $315K | Sell |
2,850
-800
| -22% | -$88.4K | 0.05% | 194 |
|
2018
Q3 | $484K | Sell |
3,650
-750
| -17% | -$99.5K | 0.06% | 182 |
|
2018
Q2 | $587K | Hold |
4,400
| – | – | 0.07% | 169 |
|
2018
Q1 | $620K | Hold |
4,400
| – | – | 0.08% | 163 |
|
2017
Q4 | $686K | Hold |
4,400
| – | – | 0.08% | 165 |
|
2017
Q3 | $676K | Hold |
4,400
| – | – | 0.07% | 174 |
|
2017
Q2 | $724K | Hold |
4,400
| – | – | 0.08% | 168 |
|
2017
Q1 | $652K | Hold |
4,400
| – | – | 0.07% | 178 |
|
2016
Q4 | $618K | Sell |
4,400
-600
| -12% | -$84.3K | 0.07% | 184 |
|
2016
Q3 | $834K | Hold |
5,000
| – | – | 0.11% | 143 |
|
2016
Q2 | $933K | Hold |
5,000
| – | – | 0.14% | 122 |
|
2016
Q1 | $786K | Hold |
5,000
| – | – | 0.14% | 131 |
|
2015
Q4 | $986K | Hold |
5,000
| – | – | 0.19% | 108 |
|
2015
Q3 | $925K | Sell |
5,000
-1,000
| -17% | -$185K | 0.19% | 103 |
|
2015
Q2 | $1.35M | Hold |
6,000
| – | – | 0.26% | 85 |
|
2015
Q1 | $1.36M | Hold |
6,000
| – | – | 0.29% | 86 |
|
2014
Q4 | $1.25M | Hold |
6,000
| – | – | 0.32% | 86 |
|
2014
Q3 | $1.17M | Hold |
6,000
| – | – | 0.36% | 80 |
|
2014
Q2 | $1.12M | Hold |
6,000
| – | – | 0.45% | 72 |
|
2014
Q1 | $1.06M | Buy |
+6,000
| New | +$1.06M | 0.44% | 72 |
|
2013
Q4 | – | Sell |
-6,000
| Closed | -$770K | – | 146 |
|
2013
Q3 | $770K | Hold |
6,000
| – | – | 0.28% | 114 |
|
2013
Q2 | $687K | Buy |
+6,000
| New | +$687K | 0.25% | 122 |
|