Valeo Financial Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.14M | Sell |
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|
2025
Q2 | $1.13M | Buy |
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|
2025
Q1 | $959K | Buy |
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|
2024
Q4 | $759K | Sell |
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|
2024
Q3 | $667K | Sell |
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|
2024
Q2 | $791K | Buy |
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|
2024
Q1 | $693K | Buy |
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|
2023
Q4 | $575K | Buy |
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|
2023
Q3 | $521K | Buy |
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|
2023
Q2 | $479K | Sell |
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|
2023
Q1 | $404K | Buy |
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|
2022
Q4 | $415K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $239K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $253K | Buy |
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|
2021
Q1 | $42K | Sell |
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|
2020
Q4 | $141K | Buy |
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|
2020
Q3 | $77K | Sell |
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|
2020
Q2 | $104K | Buy |
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|
2020
Q1 | $87K | Sell |
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|
2019
Q4 | $104K | Hold |
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|
2019
Q3 | $103K | Hold |
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|
2019
Q2 | $101K | Buy |
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|
2019
Q1 | $73K | Buy |
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|
2018
Q4 | $55K | Sell |
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|
2018
Q3 | $65K | Sell |
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|
2018
Q2 | $77K | Sell |
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|
2018
Q1 | $100K | Buy |
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|
2017
Q4 | $45K | Buy |
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|
2017
Q3 | $29K | Buy |
|