Valley National Advisers’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Hold |
14
| – | – | ﹤0.01% | 559 |
|
|
2025
Q1 | $9K | Sell |
14
-5
| -26% | -$3.21K | ﹤0.01% | 579 |
|
|
2024
Q4 | $10K | Buy |
19
+12
| +171% | +$6.32K | ﹤0.01% | 541 |
|
|
2024
Q3 | $3K | Sell |
7
-223
| -97% | -$95.6K | ﹤0.01% | 633 |
|
|
2024
Q2 | $134K | Sell |
230
-6
| -3% | -$3.5K | 0.02% | 275 |
|
|
2024
Q1 | $126K | Buy |
236
+14
| +6% | +$7.48K | 0.02% | 293 |
|
|
2023
Q4 | $102K | Buy |
222
+45
| +25% | +$20.7K | 0.02% | 312 |
|
|
2023
Q3 | $77K | Buy |
177
+13
| +8% | +$5.66K | 0.01% | 334 |
|
|
2023
Q2 | $71K | Sell |
164
-2
| -1% | -$866 | 0.01% | 345 |
|
|
2023
Q1 | $60K | Sell |
166
-138
| -45% | -$49.9K | 0.01% | 366 |
|
|
2022
Q4 | $115K | Buy |
304
+9
| +3% | +$3.41K | 0.02% | 290 |
|
|
2022
Q3 | $106K | Buy |
295
+49
| +20% | +$17.6K | 0.02% | 291 |
|
|
2022
Q2 | $79K | Buy |
246
+14
| +6% | +$4.5K | 0.02% | 302 |
|
|
2022
Q1 | $71K | Buy |
232
+110
| +90% | +$33.7K | 0.01% | 321 |
|
|
2021
Q4 | $30K | Sell |
122
-16
| -12% | -$3.93K | 0.01% | 443 |
|
|
2021
Q3 | $28K | Buy |
138
+9
| +7% | +$1.83K | 0.01% | 425 |
|
|
2021
Q2 | $25K | Buy |
129
+49
| +61% | +$9.5K | ﹤0.01% | 452 |
|
|
2021
Q1 | $16K | Buy |
80
+55
| +220% | +$11K | ﹤0.01% | 487 |
|
|
2020
Q4 | $4K | Hold |
25
| – | – | ﹤0.01% | 632 |
|
|
2020
Q3 | $4K | Hold |
25
| – | – | ﹤0.01% | 592 |
|
|
2020
Q2 | $4K | Sell |
25
-8
| -24% | -$1.28K | ﹤0.01% | 592 |
|
|
2020
Q1 | $4K | Sell |
33
-25
| -43% | -$3.03K | ﹤0.01% | 575 |
|
|
2019
Q4 | $8K | Hold |
58
| – | – | ﹤0.01% | 554 |
|
|
2019
Q3 | $8K | Hold |
58
| – | – | ﹤0.01% | 538 |
|
|
2019
Q2 | $8K | Hold |
58
| – | – | ﹤0.01% | 503 |
|
|
2019
Q1 | $7K | Sell |
58
-36
| -38% | -$4.35K | ﹤0.01% | 512 |
|
|
2018
Q4 | $10K | Buy |
94
+18
| +24% | +$1.92K | ﹤0.01% | 451 |
|
|
2018
Q3 | $10K | Hold |
76
| – | – | ﹤0.01% | 437 |
|
|
2018
Q2 | $10K | Buy |
76
+8
| +12% | +$1.05K | ﹤0.01% | 415 |
|
|
2018
Q1 | $10K | Buy |
68
+18
| +36% | +$2.65K | ﹤0.01% | 403 |
|
|
2017
Q4 | $8K | Hold |
50
| – | – | ﹤0.01% | 433 |
|
|
2017
Q3 | $8K | Hold |
50
| – | – | ﹤0.01% | 432 |
|
|
2017
Q2 | $8K | Hold |
50
| – | – | ﹤0.01% | 430 |
|
|
2017
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 450 |
|
|
2016
Q4 | $7K | Hold |
50
| – | – | ﹤0.01% | 456 |
|
|
2016
Q3 | $8K | Hold |
50
| – | – | ﹤0.01% | 413 |
|
|
2016
Q2 | $9K | Hold |
50
| – | – | ﹤0.01% | 399 |
|
|
2016
Q1 | $8K | Sell |
50
-65
| -57% | -$10.4K | ﹤0.01% | 398 |
|
|
2015
Q4 | $23K | Hold |
115
| – | – | 0.01% | 280 |
|
|
2015
Q3 | $21K | Sell |
115
-19
| -14% | -$3.47K | 0.01% | 292 |
|
|
2015
Q2 | $30K | Hold |
134
| – | – | 0.02% | 263 |
|
|
2015
Q1 | $30K | Buy |
134
+84
| +168% | +$18.8K | 0.02% | 256 |
|
|
2014
Q4 | $8K | Buy |
+50
| New | +$8K | 0.01% | 299 |
|