Strategic Investment 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 | $646K | Sell |
886
-458
| -34% | -$334K | 0.06% | 133 |
|
|
2025
Q1 | $904K | Sell |
1,344
-190
| -12% | -$128K | 0.1% | 115 |
|
|
2024
Q4 | $874K | Sell |
1,534
-174
| -10% | -$99.2K | 0.09% | 124 |
|
|
2024
Q3 | $844K | Sell |
1,708
-45
| -3% | -$22.2K | 0.09% | 127 |
|
|
2024
Q2 | $1.02M | Sell |
1,753
-56
| -3% | -$32.7K | 0.12% | 106 |
|
|
2024
Q1 | $971K | Sell |
1,809
-354
| -16% | -$190K | 0.12% | 110 |
|
|
2023
Q4 | $1M | Sell |
2,163
-200
| -8% | -$92.6K | 0.14% | 98 |
|
|
2023
Q3 | $1.03M | Sell |
2,363
-106
| -4% | -$46.1K | 0.17% | 91 |
|
|
2023
Q2 | $1.06M | Buy |
2,469
+24
| +1% | +$10.3K | 0.15% | 69 |
|
|
2023
Q1 | $871K | Sell |
2,445
-40
| -2% | -$14.2K | 0.16% | 91 |
|
|
2022
Q4 | $932K | Buy |
2,485
+50
| +2% | +$18.8K | 0.19% | 85 |
|
|
2022
Q3 | $827K | Buy |
+2,435
| New | +$827K | 0.19% | 90 |
|