Tiemann 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 | $469K | Hold |
640
| – | – | 0.19% | 92 |
|
2025
Q1 | $431K | Sell |
640
-5
| -0.8% | -$3.37K | 0.2% | 95 |
|
2024
Q4 | $368K | Buy |
645
+20
| +3% | +$11.4K | 0.16% | 109 |
|
2024
Q3 | $309K | Hold |
625
| – | – | 0.13% | 140 |
|
2024
Q2 | $365K | Hold |
625
| – | – | 0.16% | 116 |
|
2024
Q1 | $336K | Buy |
625
+40
| +7% | +$21.5K | 0.15% | 134 |
|
2023
Q4 | $271K | Hold |
585
| – | – | 0.13% | 152 |
|
2023
Q3 | $254K | Hold |
585
| – | – | 0.14% | 149 |
|
2023
Q2 | $250K | Sell |
585
-25
| -4% | -$10.7K | 0.13% | 162 |
|
2023
Q1 | $217K | Buy |
610
+15
| +3% | +$5.34K | 0.12% | 179 |
|
2022
Q4 | $223K | Sell |
595
-90
| -13% | -$33.8K | 0.13% | 176 |
|
2022
Q3 | $233K | Hold |
685
| – | – | 0.15% | 145 |
|
2022
Q2 | $223K | Hold |
685
| – | – | 0.12% | 168 |
|
2022
Q1 | $210K | Buy |
+685
| New | +$210K | 0.1% | 194 |
|
2018
Q1 | – | Sell |
-1,295
| Closed | -$202K | – | 177 |
|
2017
Q4 | $202K | Hold |
1,295
| – | – | 0.16% | 170 |
|
2017
Q3 | $199K | Hold |
1,295
| – | – | 0.17% | 166 |
|
2017
Q2 | $213K | Hold |
1,295
| – | – | 0.19% | 153 |
|
2017
Q1 | $192K | Buy |
+1,295
| New | +$192K | 0.18% | 162 |
|
2016
Q4 | – | Sell |
-1,330
| Closed | -$222K | – | 163 |
|
2016
Q3 | $222K | Sell |
1,330
-175
| -12% | -$29.2K | 0.2% | 151 |
|
2016
Q2 | $281K | Sell |
1,505
-50
| -3% | -$9.34K | 0.26% | 122 |
|
2016
Q1 | $245K | Sell |
1,555
-100
| -6% | -$15.8K | 0.24% | 129 |
|
2015
Q4 | $326K | Hold |
1,655
| – | – | 0.33% | 97 |
|
2015
Q3 | $306K | Sell |
1,655
-125
| -7% | -$23.1K | 0.33% | 99 |
|
2015
Q2 | $400K | Buy |
1,780
+175
| +11% | +$39.3K | 0.41% | 76 |
|
2015
Q1 | $363K | Buy |
1,605
+100
| +7% | +$22.6K | 0.38% | 85 |
|
2014
Q4 | $312K | Sell |
1,505
-50
| -3% | -$10.4K | 0.34% | 99 |
|
2014
Q3 | $303K | Hold |
1,555
| – | – | 0.34% | 99 |
|
2014
Q2 | $290K | Buy |
1,555
+135
| +10% | +$25.2K | 0.32% | 102 |
|
2014
Q1 | $251K | Hold |
1,420
| – | – | 0.28% | 117 |
|
2013
Q4 | $229K | Buy |
+1,420
| New | +$229K | 0.27% | 125 |
|