Valeo 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 | $1.13M | Buy |
1,542
+116
| +8% | +$85K | 0.03% | 268 |
|
|
2025
Q1 | $959K | Buy |
1,426
+94
| +7% | +$63.2K | 0.03% | 269 |
|
|
2024
Q4 | $759K | Sell |
1,332
-18
| -1% | -$10.3K | 0.02% | 319 |
|
|
2024
Q3 | $667K | Sell |
1,350
-4
| -0.3% | -$1.98K | 0.02% | 340 |
|
|
2024
Q2 | $791K | Buy |
1,354
+58
| +4% | +$33.9K | 0.02% | 284 |
|
|
2024
Q1 | $693K | Buy |
1,296
+53
| +4% | +$28.4K | 0.02% | 293 |
|
|
2023
Q4 | $575K | Buy |
1,243
+45
| +4% | +$20.8K | 0.02% | 323 |
|
|
2023
Q3 | $521K | Buy |
1,198
+76
| +7% | +$33K | 0.02% | 322 |
|
|
2023
Q2 | $479K | Sell |
1,122
-13
| -1% | -$5.56K | 0.02% | 331 |
|
|
2023
Q1 | $404K | Buy |
1,135
+29
| +3% | +$10.3K | 0.02% | 375 |
|
|
2022
Q4 | $415K | Buy |
+1,106
| New | +$415K | 0.02% | 311 |
|
|
2022
Q3 | – | Sell |
-734
| Closed | -$239K | – | 499 |
|
|
2022
Q2 | $239K | Buy |
+734
| New | +$239K | 0.02% | 404 |
|
|
2021
Q3 | – | Sell |
-1,323
| Closed | -$253K | – | 544 |
|
|
2021
Q2 | $253K | Buy |
1,323
+1,106
| +510% | +$212K | 0.02% | 372 |
|
|
2021
Q1 | $42K | Sell |
217
-596
| -73% | -$115K | ﹤0.01% | 898 |
|
|
2020
Q4 | $141K | Buy |
813
+298
| +58% | +$51.7K | 0.01% | 478 |
|
|
2020
Q3 | $77K | Sell |
515
-160
| -24% | -$23.9K | 0.01% | 520 |
|
|
2020
Q2 | $104K | Buy |
675
+23
| +4% | +$3.54K | 0.01% | 484 |
|
|
2020
Q1 | $87K | Sell |
652
-100
| -13% | -$13.3K | 0.01% | 450 |
|
|
2019
Q4 | $104K | Hold |
752
| – | – | 0.01% | 454 |
|
|
2019
Q3 | $103K | Hold |
752
| – | – | 0.01% | 429 |
|
|
2019
Q2 | $101K | Buy |
752
+125
| +20% | +$16.8K | 0.01% | 432 |
|
|
2019
Q1 | $73K | Buy |
627
+129
| +26% | +$15K | 0.01% | 473 |
|
|
2018
Q4 | $55K | Sell |
498
-22
| -4% | -$2.43K | 0.01% | 500 |
|
|
2018
Q3 | $65K | Sell |
520
-90
| -15% | -$11.3K | 0.01% | 495 |
|
|
2018
Q2 | $77K | Sell |
610
-100
| -14% | -$12.6K | 0.01% | 452 |
|
|
2018
Q1 | $100K | Buy |
710
+422
| +147% | +$59.4K | 0.02% | 368 |
|
|
2017
Q4 | $45K | Buy |
288
+102
| +55% | +$15.9K | 0.01% | 486 |
|
|
2017
Q3 | $29K | Buy |
+186
| New | +$29K | 0.01% | 500 |
|