The Family Firm’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,144
| Closed | -$770K | – | 156 |
|
|
2025
Q1 | $770K | Buy |
1,144
+2
| +0.2% | +$1.35K | 0.17% | 89 |
|
|
2024
Q4 | $651K | Buy |
1,142
+1
| +0.1% | +$570 | 0.14% | 97 |
|
|
2024
Q3 | $564K | Buy |
1,141
+1
| +0.1% | +$494 | 0.12% | 107 |
|
|
2024
Q2 | $666K | Buy |
1,140
+1
| +0.1% | +$584 | 0.15% | 91 |
|
|
2024
Q1 | $611K | Buy |
1,139
+1
| +0.1% | +$537 | 0.15% | 98 |
|
|
2023
Q4 | $527K | Sell |
1,138
-19
| -2% | -$8.8K | 0.14% | 100 |
|
|
2023
Q3 | $503K | Sell |
1,157
-1
| -0.1% | -$435 | 0.14% | 99 |
|
|
2023
Q2 | $495K | Buy |
1,158
+1
| +0.1% | +$427 | 0.13% | 103 |
|
|
2023
Q1 | $412K | Buy |
1,157
+1
| +0.1% | +$356 | 0.11% | 110 |
|
|
2022
Q4 | $433K | Sell |
1,156
-3
| -0.3% | -$1.13K | 0.13% | 108 |
|
|
2022
Q3 | $394K | Buy |
1,159
+1
| +0.1% | +$340 | 0.13% | 102 |
|
|
2022
Q2 | $378K | Buy |
1,158
+2
| +0.2% | +$653 | 0.11% | 116 |
|
|
2022
Q1 | $354K | Buy |
1,156
+1
| +0.1% | +$306 | 0.09% | 127 |
|
|
2021
Q4 | $287K | Sell |
1,155
-46
| -4% | -$11.4K | 0.07% | 144 |
|
|
2021
Q3 | $247K | Buy |
1,201
+4
| +0.3% | +$823 | 0.06% | 160 |
|
|
2021
Q2 | $229K | Sell |
1,197
-91
| -7% | -$17.4K | 0.06% | 163 |
|
|
2021
Q1 | $251K | Hold |
1,288
| – | – | 0.07% | 146 |
|
|
2020
Q4 | $238K | Buy |
+1,288
| New | +$238K | 0.07% | 148 |
|
|
2018
Q1 | – | Sell |
-1,922
| Closed | -$300K | – | 135 |
|
|
2017
Q4 | $300K | Hold |
1,922
| – | – | 0.12% | 102 |
|
|
2017
Q3 | $295K | Hold |
1,922
| – | – | 0.12% | 100 |
|
|
2017
Q2 | $316K | Buy |
1,922
+5
| +0.3% | +$822 | 0.14% | 89 |
|
|
2017
Q1 | $284K | Sell |
1,917
-100
| -5% | -$14.8K | 0.14% | 88 |
|
|
2016
Q4 | $283K | Buy |
2,017
+1
| +0% | +$140 | 0.13% | 90 |
|
|
2016
Q3 | $336K | Sell |
2,016
-50
| -2% | -$8.33K | 0.16% | 78 |
|
|
2016
Q2 | $386K | Sell |
2,066
-100
| -5% | -$18.7K | 0.19% | 66 |
|
|
2016
Q1 | $341K | Hold |
2,166
| – | – | 0.17% | 72 |
|
|
2015
Q4 | $427K | Hold |
2,166
| – | – | 0.23% | 67 |
|
|
2015
Q3 | $401K | Hold |
2,166
| – | – | 0.22% | 67 |
|
|
2015
Q2 | $487K | Hold |
2,166
| – | – | 0.25% | 63 |
|
|
2015
Q1 | $490K | Sell |
2,166
-100
| -4% | -$22.6K | 0.25% | 59 |
|
|
2014
Q4 | $470K | Buy |
+2,266
| New | +$470K | 0.24% | 61 |
|