Steel Grove Capital 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 | $372K | Hold |
508
| – | – | 0.04% | 137 |
|
|
2025
Q1 | $342K | Hold |
508
| – | – | 0.05% | 131 |
|
|
2024
Q4 | $289K | Hold |
508
| – | – | 0.04% | 146 |
|
|
2024
Q3 | $248K | Hold |
508
| – | – | 0.03% | 155 |
|
|
2024
Q2 | $297K | Hold |
508
| – | – | 0.04% | 145 |
|
|
2024
Q1 | $273K | Hold |
508
| – | – | 0.04% | 176 |
|
|
2023
Q4 | $235K | Sell |
508
-7
| -1% | -$3.24K | 0.03% | 166 |
|
|
2023
Q3 | $224K | Buy |
515
+7
| +1% | +$3.04K | 0.03% | 166 |
|
|
2023
Q2 | $217K | Buy |
+508
| New | +$217K | 0.03% | 171 |
|
|
2017
Q2 | – | Sell |
-1,980
| Closed | -$294K | – | 285 |
|
|
2017
Q1 | $294K | Buy |
1,980
+506
| +34% | +$75.1K | 0.05% | 227 |
|
|
2016
Q4 | $207K | Hold |
1,474
| – | – | 0.04% | 237 |
|
|
2016
Q3 | $246K | Buy |
+1,474
| New | +$246K | 0.06% | 168 |
|
|
2016
Q1 | – | Sell |
-1,075
| Closed | -$212K | – | 199 |
|
|
2015
Q4 | $212K | Buy |
+1,075
| New | +$212K | 0.05% | 179 |
|