West Oak Capital’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87K | Hold |
255
| – | – | 0.07% | 120 |
|
|
2025
Q1 | $1.72K | Hold |
255
| – | – | 0.07% | 122 |
|
|
2024
Q4 | $1.45M | Sell |
255
-55
| -18% | -$313K | 0.05% | 125 |
|
|
2024
Q3 | $1.53K | Sell |
310
-20
| -6% | -$99 | 0.03% | 126 |
|
|
2024
Q2 | $193K | Buy |
330
+50
| +18% | +$29.2K | 0.08% | 122 |
|
|
2024
Q1 | $150K | Hold |
280
| – | – | 0.06% | 137 |
|
|
2023
Q4 | $136K | Buy |
280
+180
| +180% | +$87.4K | 0.06% | 137 |
|
|
2023
Q3 | $43K | Hold |
100
| – | – | 0.02% | 181 |
|
|
2023
Q2 | $42.7K | Hold |
100
| – | – | 0.02% | 179 |
|
|
2023
Q1 | $35.6K | Hold |
100
| – | – | 0.02% | 179 |
|
|
2022
Q4 | $38K | Hold |
100
| – | – | 0.02% | 168 |
|
|
2022
Q3 | $34K | Hold |
100
| – | – | 0.02% | 179 |
|
|
2022
Q2 | $33K | Hold |
100
| – | – | 0.02% | 187 |
|
|
2022
Q1 | $31K | Hold |
100
| – | – | 0.01% | 197 |
|
|
2021
Q4 | $25K | Buy |
+100
| New | +$25K | 0.01% | 219 |
|
|
2019
Q1 | – | Sell |
-400
| Closed | -$44.2K | – | 319 |
|
|
2018
Q4 | $44.2K | Hold |
400
| – | – | 0.03% | 174 |
|
|
2018
Q3 | $53.1K | Hold |
400
| – | – | 0.03% | 177 |
|
|
2018
Q2 | $53.4K | Hold |
400
| – | – | 0.03% | 175 |
|
|
2018
Q1 | $56.3K | Hold |
400
| – | – | 0.03% | 172 |
|
|
2017
Q4 | $62.4K | Hold |
400
| – | – | 0.04% | 155 |
|
|
2017
Q3 | $61.4K | Hold |
400
| – | – | 0.04% | 172 |
|
|
2017
Q2 | $65.8K | Sell |
400
-1,307
| -77% | -$215K | 0.04% | 169 |
|
|
2017
Q1 | $253K | Buy |
1,707
+107
| +7% | +$15.9K | 0.16% | 104 |
|
|
2016
Q4 | $225K | Sell |
1,600
-847
| -35% | -$119K | 0.15% | 108 |
|
|
2016
Q3 | $408K | Buy |
2,447
+422
| +21% | +$70.4K | 0.28% | 87 |
|
|
2016
Q2 | $378K | Sell |
2,025
-60
| -3% | -$11.2K | 0.27% | 86 |
|
|
2016
Q1 | $328K | Hold |
2,085
| – | – | 0.25% | 88 |
|
|
2015
Q4 | $411K | Hold |
2,085
| – | – | 0.32% | 85 |
|
|
2015
Q3 | $386K | Buy |
2,085
+25
| +1% | +$4.63K | 0.31% | 82 |
|
|
2015
Q2 | $463K | Hold |
2,060
| – | – | 0.34% | 81 |
|
|
2015
Q1 | $466K | Buy |
+2,060
| New | +$466K | 0.34% | 78 |
|