Strategic 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 | $498K | Buy |
680
+82
| +14% | +$60.1K | 0.1% | 117 |
|
|
2025
Q1 | $402K | Hold |
598
| – | – | 0.08% | 145 |
|
|
2024
Q4 | $341K | Hold |
598
| – | – | 0.06% | 158 |
|
|
2024
Q3 | $295K | Sell |
598
-500
| -46% | -$247K | 0.06% | 178 |
|
|
2024
Q2 | $641K | Hold |
1,098
| – | – | 0.12% | 124 |
|
|
2024
Q1 | $589K | Sell |
1,098
-699
| -39% | -$375K | 0.12% | 129 |
|
|
2023
Q4 | $832K | Buy |
1,797
+10
| +0.6% | +$4.63K | 0.16% | 115 |
|
|
2023
Q3 | $777K | Hold |
1,787
| – | – | 0.15% | 117 |
|
|
2023
Q2 | $764K | Hold |
1,787
| – | – | 0.15% | 122 |
|
|
2023
Q1 | $636K | Sell |
1,787
-1,000
| -36% | -$356K | 0.13% | 125 |
|
|
2022
Q4 | $1.05M | Sell |
2,787
-28
| -1% | -$10.5K | 0.23% | 87 |
|
|
2022
Q3 | $956K | Hold |
2,815
| – | – | 0.21% | 91 |
|
|
2022
Q2 | $918K | Hold |
2,815
| – | – | 0.19% | 98 |
|
|
2022
Q1 | $861K | Buy |
2,815
+100
| +4% | +$30.6K | 0.15% | 114 |
|
|
2021
Q4 | $674K | Buy |
2,715
+515
| +23% | +$128K | 0.1% | 130 |
|
|
2021
Q3 | $438K | Hold |
2,200
| – | – | 0.09% | 142 |
|
|
2021
Q2 | $420K | Hold |
2,200
| – | – | 0.11% | 123 |
|
|
2021
Q1 | $429K | Buy |
2,200
+399
| +22% | +$77.8K | 0.12% | 115 |
|
|
2020
Q4 | $329K | Buy |
+1,801
| New | +$329K | 0.1% | 124 |
|