Steward Partners Investment Advisory’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.54M | Buy |
6,200
+156
| +3% | +$114K | 0.04% | 456 |
|
|
2025
Q1 | $4.07M | Buy |
6,044
+626
| +12% | +$421K | 0.04% | 458 |
|
|
2024
Q4 | $3.09M | Buy |
5,418
+506
| +10% | +$288K | 0.03% | 504 |
|
|
2024
Q3 | $2.43M | Sell |
4,912
-303
| -6% | -$150K | 0.02% | 567 |
|
|
2024
Q2 | $3.05M | Buy |
5,215
+219
| +4% | +$128K | 0.03% | 473 |
|
|
2024
Q1 | $2.68M | Buy |
4,996
+3,326
| +199% | +$1.79M | 0.03% | 490 |
|
|
2023
Q4 | $773K | Buy |
1,670
+386
| +30% | +$179K | 0.01% | 819 |
|
|
2023
Q3 | $558K | Sell |
1,284
-68
| -5% | -$29.6K | 0.01% | 885 |
|
|
2023
Q2 | $578K | Sell |
1,352
-100
| -7% | -$42.7K | 0.01% | 889 |
|
|
2023
Q1 | $517K | Sell |
1,452
-1,557
| -52% | -$554K | 0.01% | 912 |
|
|
2022
Q4 | $1.13M | Buy |
3,009
+140
| +5% | +$52.5K | 0.02% | 624 |
|
|
2022
Q3 | $975K | Buy |
2,869
+99
| +4% | +$33.6K | 0.02% | 634 |
|
|
2022
Q2 | $904K | Sell |
2,770
-56
| -2% | -$18.3K | 0.02% | 665 |
|
|
2022
Q1 | $865K | Buy |
2,826
+169
| +6% | +$51.7K | 0.01% | 729 |
|
|
2021
Q4 | $660K | Sell |
2,657
-20
| -0.7% | -$4.97K | 0.01% | 855 |
|
|
2021
Q3 | $534K | Buy |
2,677
+1
| +0% | +$199 | 0.01% | 880 |
|
|
2021
Q2 | $512K | Sell |
2,676
-731
| -21% | -$140K | 0.01% | 921 |
|
|
2021
Q1 | $665K | Buy |
3,407
+358
| +12% | +$69.8K | 0.01% | 779 |
|
|
2020
Q4 | $530K | Buy |
3,049
+211
| +7% | +$36.7K | 0.01% | 744 |
|
|
2020
Q3 | $423K | Buy |
2,838
+34
| +1% | +$5.07K | 0.01% | 716 |
|
|
2020
Q2 | $430K | Buy |
2,804
+869
| +45% | +$133K | 0.01% | 673 |
|
|
2020
Q1 | $261K | Sell |
1,935
-2,817
| -59% | -$380K | 0.01% | 718 |
|
|
2019
Q4 | $657K | Sell |
4,752
-578
| -11% | -$79.9K | 0.02% | 561 |
|
|
2019
Q3 | $728K | Sell |
5,330
-66
| -1% | -$9.02K | 0.02% | 488 |
|
|
2019
Q2 | $725K | Buy |
5,396
+356
| +7% | +$47.8K | 0.03% | 458 |
|
|
2019
Q1 | $590K | Sell |
5,040
-40
| -0.8% | -$4.68K | 0.03% | 474 |
|
|
2018
Q4 | $561K | Sell |
5,080
-553
| -10% | -$61.1K | 0.03% | 461 |
|
|
2018
Q3 | $747K | Sell |
5,633
-3,240
| -37% | -$430K | 0.04% | 420 |
|
|
2018
Q2 | $1.18M | Buy |
8,873
+3,849
| +77% | +$514K | 0.07% | 267 |
|
|
2018
Q1 | $707K | Buy |
5,024
+103
| +2% | +$14.5K | 0.05% | 337 |
|
|
2017
Q4 | $767K | Buy |
4,921
+3,308
| +205% | +$516K | 0.06% | 277 |
|
|
2017
Q3 | $247K | Sell |
1,613
-23
| -1% | -$3.52K | 0.03% | 402 |
|
|
2017
Q2 | $269K | Sell |
1,636
-435
| -21% | -$71.5K | 0.03% | 361 |
|
|
2017
Q1 | $307K | Buy |
2,071
+732
| +55% | +$109K | 0.05% | 265 |
|
|
2016
Q4 | $188K | Buy |
+1,339
| New | +$188K | 0.09% | 188 |
|