Stonebridge 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 | $281K | Sell |
383
-165
| -30% | -$121K | 0.02% | 174 |
|
|
2025
Q1 | $369K | Sell |
548
-156
| -22% | -$105K | 0.03% | 150 |
|
|
2024
Q4 | $401K | Buy |
+704
| New | +$401K | 0.03% | 149 |
|
|
2023
Q4 | – | Sell |
-105
| Closed | -$45.7K | – | 570 |
|
|
2023
Q3 | $45.7K | Buy |
105
+5
| +5% | +$2.17K | 0.01% | 376 |
|
|
2023
Q2 | $42.7K | Hold |
100
| – | – | ﹤0.01% | 392 |
|
|
2023
Q1 | $35.6K | Sell |
100
-3
| -3% | -$1.07K | ﹤0.01% | 412 |
|
|
2022
Q4 | $38.6K | Buy |
103
+3
| +3% | +$1.13K | ﹤0.01% | 391 |
|
|
2022
Q3 | $34K | Sell |
100
-17
| -15% | -$5.78K | ﹤0.01% | 389 |
|
|
2022
Q2 | $38K | Sell |
117
-17
| -13% | -$5.52K | ﹤0.01% | 388 |
|
|
2022
Q1 | $41K | Buy |
134
+25
| +23% | +$7.65K | ﹤0.01% | 416 |
|
|
2021
Q4 | $27K | Buy |
109
+9
| +9% | +$2.23K | ﹤0.01% | 463 |
|
|
2021
Q3 | $20K | Sell |
100
-100
| -50% | -$20K | ﹤0.01% | 495 |
|
|
2021
Q2 | $39K | Buy |
200
+100
| +100% | +$19.5K | ﹤0.01% | 513 |
|
|
2021
Q1 | $20K | Buy |
+100
| New | +$20K | ﹤0.01% | 503 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$15K | – | 488 |
|
|
2020
Q2 | $15K | Hold |
100
| – | – | ﹤0.01% | 439 |
|
|
2020
Q1 | $14K | Hold |
100
| – | – | ﹤0.01% | 437 |
|
|
2019
Q4 | $14K | Hold |
100
| – | – | ﹤0.01% | 505 |
|
|
2019
Q3 | $14K | Hold |
100
| – | – | ﹤0.01% | 509 |
|
|
2019
Q2 | $13K | Buy |
+100
| New | +$13K | ﹤0.01% | 532 |
|