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