Van Hulzen Asset Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Sell |
4,293
-172
| -4% | -$126K | 0.26% | 73 |
|
|
2025
Q1 | $3M | Sell |
4,465
-10
| -0.2% | -$6.73K | 0.27% | 73 |
|
|
2024
Q4 | $2.55M | Sell |
4,475
-165
| -4% | -$94K | 0.19% | 95 |
|
|
2024
Q3 | $2.29M | Sell |
4,640
-97
| -2% | -$48K | 0.17% | 102 |
|
|
2024
Q2 | $2.77M | Buy |
4,737
+40
| +0.9% | +$23.4K | 0.19% | 84 |
|
|
2024
Q1 | $2.52M | Buy |
4,697
+139
| +3% | +$74.6K | 0.17% | 100 |
|
|
2023
Q4 | $2.11M | Buy |
4,558
+56
| +1% | +$25.9K | 0.15% | 103 |
|
|
2023
Q3 | $1.96M | Buy |
4,502
+259
| +6% | +$113K | 0.15% | 99 |
|
|
2023
Q2 | $1.81M | Buy |
+4,243
| New | +$1.81M | 0.15% | 91 |
|
|
2021
Q1 | – | Sell |
-1,238
| Closed | -$215K | – | 293 |
|
|
2020
Q4 | $215K | Sell |
1,238
-1,103
| -47% | -$192K | 0.03% | 267 |
|
|
2020
Q3 | $349K | Sell |
2,341
-24
| -1% | -$3.58K | 0.05% | 176 |
|
|
2020
Q2 | $363K | Sell |
2,365
-709
| -23% | -$109K | 0.05% | 168 |
|
|
2020
Q1 | $416K | Buy |
3,074
+245
| +9% | +$33.2K | 0.09% | 134 |
|
|
2019
Q4 | $391K | Buy |
2,829
+207
| +8% | +$28.6K | 0.08% | 183 |
|
|
2019
Q3 | $358K | Sell |
2,622
-191
| -7% | -$26.1K | 0.08% | 185 |
|
|
2019
Q2 | $378K | Buy |
2,813
+797
| +40% | +$107K | 0.08% | 173 |
|
|
2019
Q1 | $236K | Buy |
+2,016
| New | +$236K | 0.06% | 205 |
|
|
2018
Q4 | – | Sell |
-2,099
| Closed | -$278K | – | 236 |
|
|
2018
Q3 | $278K | Buy |
+2,099
| New | +$278K | 0.07% | 176 |
|
|
2017
Q4 | – | Sell |
-2,800
| Closed | -$430K | – | 224 |
|
|
2017
Q3 | $430K | Hold |
2,800
| – | – | 0.15% | 108 |
|
|
2017
Q2 | $461K | Hold |
2,800
| – | – | 0.18% | 84 |
|
|
2017
Q1 | $415K | Hold |
2,800
| – | – | 0.19% | 89 |
|
|
2016
Q4 | $393K | Buy |
+2,800
| New | +$393K | 0.18% | 92 |
|