United Asset Strategies’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Sell |
15,402
-1,704
| -10% | -$1.25M | 0.96% | 34 |
|
|
2025
Q1 | $11.5M | Buy |
17,106
+260
| +2% | +$175K | 1.07% | 32 |
|
|
2024
Q4 | $9.6M | Buy |
16,846
+592
| +4% | +$337K | 0.88% | 36 |
|
|
2024
Q3 | $8.04M | Buy |
16,254
+466
| +3% | +$230K | 0.75% | 43 |
|
|
2024
Q2 | $9.22M | Sell |
15,788
-4,328
| -22% | -$2.53M | 0.91% | 39 |
|
|
2024
Q1 | $10.8M | Sell |
20,116
-14
| -0.1% | -$7.52K | 1.08% | 35 |
|
|
2023
Q4 | $9.32M | Sell |
20,130
-140
| -0.7% | -$64.8K | 1.05% | 36 |
|
|
2023
Q3 | $8.81M | Sell |
20,270
-212
| -1% | -$92.2K | 1.14% | 30 |
|
|
2023
Q2 | $8.75M | Buy |
20,482
+87
| +0.4% | +$37.2K | 1.09% | 33 |
|
|
2023
Q1 | $7.26M | Sell |
20,395
-173
| -0.8% | -$61.6K | 0.96% | 35 |
|
|
2022
Q4 | $7.72M | Sell |
20,568
-449
| -2% | -$168K | 1.08% | 31 |
|
|
2022
Q3 | $7.14M | Sell |
21,017
-83
| -0.4% | -$28.2K | 1.1% | 36 |
|
|
2022
Q2 | $6.88M | Sell |
21,100
-14,201
| -40% | -$4.63M | 1% | 40 |
|
|
2022
Q1 | $10.8M | Sell |
35,301
-15,610
| -31% | -$4.78M | 1.37% | 22 |
|
|
2021
Q4 | $12.7M | Buy |
50,911
+350
| +0.7% | +$87K | 1.51% | 20 |
|
|
2021
Q3 | $10.1M | Buy |
50,561
+2,465
| +5% | +$491K | 1.3% | 28 |
|
|
2021
Q2 | $9.2M | Buy |
48,096
+1,687
| +4% | +$323K | 1.23% | 32 |
|
|
2021
Q1 | $9.05M | Buy |
46,409
+6,089
| +15% | +$1.19M | 1.31% | 31 |
|
|
2020
Q4 | $7.01M | Buy |
40,320
+2,704
| +7% | +$470K | 1.1% | 36 |
|
|
2020
Q3 | $5.6M | Sell |
37,616
-626
| -2% | -$93.2K | 1.03% | 37 |
|
|
2020
Q2 | $5.87M | Buy |
38,242
+22,850
| +148% | +$3.51M | 1.16% | 32 |
|
|
2020
Q1 | $2.08M | Sell |
15,392
-11,560
| -43% | -$1.56M | 0.52% | 50 |
|
|
2019
Q4 | $3.73M | Buy |
26,952
+1,149
| +4% | +$159K | 0.72% | 47 |
|
|
2019
Q3 | $3.53M | Buy |
25,803
+421
| +2% | +$57.5K | 0.77% | 45 |
|
|
2019
Q2 | $3.41M | Buy |
25,382
+4,841
| +24% | +$651K | 0.78% | 45 |
|
|
2019
Q1 | $2.41M | Buy |
20,541
+2,041
| +11% | +$239K | 0.57% | 55 |
|
|
2018
Q4 | $2.04M | Buy |
+18,500
| New | +$2.04M | 0.56% | 53 |
|