United Capital 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 | $2.65M | Buy |
3,620
+101
| +3% | +$74K | 0.02% | 389 |
|
|
2025
Q1 | $2.37M | Sell |
3,519
-23
| -0.6% | -$15.5K | 0.02% | 392 |
|
|
2024
Q4 | $2.02M | Buy |
3,542
+149
| +4% | +$84.9K | 0.02% | 412 |
|
|
2024
Q3 | $1.68M | Sell |
3,393
-207
| -6% | -$102K | 0.01% | 452 |
|
|
2024
Q2 | $2.1M | Sell |
3,600
-976
| -21% | -$570K | 0.02% | 392 |
|
|
2024
Q1 | $2.46M | Sell |
4,576
-595
| -12% | -$319K | 0.02% | 387 |
|
|
2023
Q4 | $2.39M | Buy |
5,171
+3,075
| +147% | +$1.42M | 0.02% | 384 |
|
|
2023
Q3 | $911K | Sell |
2,096
-122
| -6% | -$53K | 0.01% | 534 |
|
|
2023
Q2 | $948K | Sell |
2,218
-598
| -21% | -$255K | 0.01% | 561 |
|
|
2023
Q1 | $1M | Sell |
2,816
-89
| -3% | -$31.7K | 0.01% | 572 |
|
|
2022
Q4 | $1.09M | Sell |
2,905
-147
| -5% | -$55.1K | 0.01% | 589 |
|
|
2022
Q3 | $1.04M | Sell |
3,052
-816
| -21% | -$277K | 0.01% | 604 |
|
|
2022
Q2 | $1.26M | Buy |
3,868
+145
| +4% | +$47.3K | 0.01% | 587 |
|
|
2022
Q1 | $1.14M | Sell |
3,723
-508
| -12% | -$156K | 0.01% | 632 |
|
|
2021
Q4 | $1.05M | Sell |
4,231
-541
| -11% | -$135K | ﹤0.01% | 664 |
|
|
2021
Q3 | $951K | Sell |
4,772
-65
| -1% | -$13K | ﹤0.01% | 690 |
|
|
2021
Q2 | $925K | Sell |
4,837
-640
| -12% | -$122K | ﹤0.01% | 714 |
|
|
2021
Q1 | $1.07M | Sell |
5,477
-1,196
| -18% | -$233K | 0.01% | 648 |
|
|
2020
Q4 | $1.16M | Buy |
6,673
+214
| +3% | +$37.2K | 0.01% | 635 |
|
|
2020
Q3 | $962K | Sell |
6,459
-175
| -3% | -$26.1K | 0.01% | 670 |
|
|
2020
Q2 | $1.02M | Sell |
6,634
-919
| -12% | -$141K | 0.01% | 660 |
|
|
2020
Q1 | $1.02M | Sell |
7,553
-1,567
| -17% | -$212K | 0.01% | 622 |
|
|
2019
Q4 | $1.26M | Sell |
9,120
-3,032
| -25% | -$419K | 0.01% | 697 |
|
|
2019
Q3 | $1.66M | Sell |
12,152
-4,934
| -29% | -$674K | 0.01% | 620 |
|
|
2019
Q2 | $2.3M | Sell |
17,086
-4,148
| -20% | -$557K | 0.02% | 579 |
|
|
2019
Q1 | $2.49M | Sell |
21,234
-3,548
| -14% | -$415K | 0.02% | 542 |
|
|
2018
Q4 | $2.74M | Sell |
24,782
-7,639
| -24% | -$844K | 0.02% | 488 |
|
|
2018
Q3 | $4.3M | Sell |
32,421
-3,533
| -10% | -$469K | 0.03% | 460 |
|
|
2018
Q2 | $4.8M | Buy |
35,954
+1,981
| +6% | +$264K | 0.04% | 423 |
|
|
2018
Q1 | $4.79M | Buy |
33,973
+2,167
| +7% | +$305K | 0.04% | 421 |
|
|
2017
Q4 | $5.02M | Sell |
31,806
-3,542
| -10% | -$559K | 0.04% | 413 |
|
|
2017
Q3 | $5.43M | Sell |
35,348
-2,501
| -7% | -$384K | 0.05% | 376 |
|
|
2017
Q2 | $6.23M | Sell |
37,849
-18,439
| -33% | -$3.03M | 0.06% | 343 |
|
|
2017
Q1 | $8.35M | Sell |
56,288
-5,628
| -9% | -$834K | 0.08% | 298 |
|
|
2016
Q4 | $8.7M | Sell |
61,916
-13,599
| -18% | -$1.91M | 0.08% | 286 |
|
|
2016
Q3 | $12.6M | Buy |
75,515
+13,206
| +21% | +$2.2M | 0.12% | 198 |
|
|
2016
Q2 | $11.7M | Buy |
62,309
+3,304
| +6% | +$618K | 0.12% | 193 |
|
|
2016
Q1 | $9.28M | Buy |
59,005
+24,604
| +72% | +$3.87M | 0.1% | 219 |
|
|
2015
Q4 | $6.79M | Buy |
34,401
+22,232
| +183% | +$4.38M | 0.08% | 275 |
|
|
2015
Q3 | $2.25M | Buy |
12,169
+742
| +6% | +$137K | 0.03% | 508 |
|
|
2015
Q2 | $2.57M | Buy |
11,427
+3,526
| +45% | +$793K | 0.03% | 523 |
|
|
2015
Q1 | $1.77M | Sell |
7,901
-624
| -7% | -$139K | 0.02% | 596 |
|
|
2014
Q4 | $1.77M | Buy |
8,525
+1,304
| +18% | +$271K | 0.03% | 503 |
|
|
2014
Q3 | $1.41M | Sell |
7,221
-6,840
| -49% | -$1.33M | 0.02% | 521 |
|
|
2014
Q2 | $2.62M | Buy |
14,061
+187
| +1% | +$34.8K | 0.05% | 353 |
|
|
2014
Q1 | $2.45M | Buy |
+13,874
| New | +$2.45M | 0.05% | 323 |
|
|
2013
Q4 | – | Sell |
-16,257
| Closed | -$2.09M | – | 714 |
|
|
2013
Q3 | $2.09M | Buy |
16,257
+922
| +6% | +$118K | 0.07% | 246 |
|
|
2013
Q2 | $1.76M | Buy |
+15,335
| New | +$1.76M | 0.05% | 324 |
|