Transamerica Financial 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 | $844 | Hold |
2
| – | – | ﹤0.01% | 416 |
|
|
2025
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 514 |
|
|
2024
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 505 |
|
|
2024
Q3 | $1K | Sell |
2
-232
| -99% | -$116K | ﹤0.01% | 511 |
|
|
2024
Q2 | $137K | Hold |
234
| – | – | 0.01% | 216 |
|
|
2024
Q1 | $126K | Sell |
234
-909
| -80% | -$489K | 0.01% | 242 |
|
|
2023
Q4 | $530K | Sell |
1,143
-283
| -20% | -$131K | 0.07% | 172 |
|
|
2023
Q3 | $620K | Sell |
1,426
-30
| -2% | -$13K | 0.08% | 150 |
|
|
2023
Q2 | $623K | Buy |
1,456
+177
| +14% | +$75.7K | 0.08% | 162 |
|
|
2023
Q1 | $456K | Buy |
1,279
+149
| +13% | +$53.1K | 0.06% | 182 |
|
|
2022
Q4 | $424K | Sell |
1,130
-1,191
| -51% | -$447K | 0.06% | 175 |
|
|
2022
Q3 | $789K | Sell |
2,321
-986
| -30% | -$335K | 0.12% | 137 |
|
|
2022
Q2 | $1.08M | Buy |
+3,307
| New | +$1.08M | 0.15% | 103 |
|
|
2020
Q3 | – | Sell |
-1
| Closed | -$1K | – | 374 |
|
|
2020
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 445 |
|
|
2019
Q3 | – | Sell |
-1
| Closed | -$1K | – | 368 |
|
|
2019
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 493 |
|
|
2019
Q1 | – | Sell |
-1
| Closed | -$1K | – | 328 |
|
|
2018
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 457 |
|
|
2018
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 459 |
|
|
2018
Q2 | $1K | Sell |
1
-7
| -88% | -$7K | ﹤0.01% | 431 |
|
|
2018
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 326 |
|
|
2017
Q4 | $2K | Sell |
8
-12
| -60% | -$3K | ﹤0.01% | 316 |
|
|
2017
Q3 | $4K | Sell |
20
-2
| -9% | -$400 | ﹤0.01% | 291 |
|
|
2017
Q2 | $4K | Sell |
22
-7,147
| -100% | -$1.3M | ﹤0.01% | 269 |
|
|
2017
Q1 | $1.06M | Sell |
7,169
-26
| -0.4% | -$3.86K | 0.13% | 146 |
|
|
2016
Q4 | $1.01M | Buy |
7,195
+24
| +0.3% | +$3.37K | 0.12% | 148 |
|
|
2016
Q3 | $1.2M | Buy |
7,171
+520
| +8% | +$86.7K | 0.13% | 145 |
|
|
2016
Q2 | $1.24M | Buy |
6,651
+348
| +6% | +$65K | 0.13% | 146 |
|
|
2016
Q1 | $992K | Buy |
6,303
+6,009
| +2,044% | +$946K | 0.08% | 170 |
|
|
2015
Q4 | $58K | Sell |
294
-3
| -1% | -$592 | ﹤0.01% | 389 |
|
|
2015
Q3 | $55K | Buy |
297
+31
| +12% | +$5.74K | ﹤0.01% | 374 |
|
|
2015
Q2 | $60K | Buy |
266
+226
| +565% | +$51K | ﹤0.01% | 424 |
|
|
2015
Q1 | $9K | Buy |
40
+17
| +74% | +$3.83K | ﹤0.01% | 638 |
|
|
2014
Q4 | $5K | Buy |
23
+17
| +283% | +$3.7K | ﹤0.01% | 554 |
|
|
2014
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 576 |
|
|
2014
Q2 | $2K | Buy |
6
+2
| +50% | +$667 | ﹤0.01% | 588 |
|
|
2014
Q1 | $1K | Sell |
4
-10
| -71% | -$2.5K | ﹤0.01% | 602 |
|
|
2013
Q4 | $3K | Sell |
14
-2,792
| -100% | -$598K | ﹤0.01% | 528 |
|
|
2013
Q3 | $360K | Sell |
2,806
-7,316
| -72% | -$939K | 0.05% | 170 |
|
|
2013
Q2 | $1.16M | Buy |
+10,122
| New | +$1.16M | 0.19% | 62 |
|