Mount Yale Investment Advisors, LLC Mckesson Corp Transaction History

Mount Yale Investment Advisors, LLC

$1.28 Billion
Q1 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Mckesson Corp stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 2,069 shares of MCK stock, worth $1.22 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,069

Previous 2,037 1.57%

Holding current value

$1.22 Million

Previous $943,000 17.71%

% of portfolio

0.09%

Previous 0.09%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$473.42 - $539.26 $15,149 - $17,256	32 Added 1.57%	2,069 $1.11 Million
Q4 2023 Feb 12, 2024	SELL	$437.42 - $470.64 $1,312 - $1,411	-3 Reduced 0.15%	2,037 $943,000
Q3 2023 Oct 11, 2023	BUY	$402.4 - $446.42 $84,906 - $94,194	211 Added 11.54%	2,040 $887,000
Q2 2023 Aug 14, 2023	BUY	$354.01 - $427.31 $55,225 - $66,660	156 Added 9.32%	1,829 $781,000
Q1 2023 May 11, 2023	SELL	$335.35 - $386.06 $228,708 - $263,292	-682 Reduced 28.96%	1,673 $595,000

Q4 2022 Feb 13, 2023	SELL	$346.68 - $397.58 $264,516 - $303,353	-763 Reduced 24.47%	2,355 $883,000
Q3 2022 Nov 07, 2022	SELL	$321.25 - $373.84 $180,863 - $210,471	-563 Reduced 15.29%	3,118 $1.06 Million
Q2 2022 Aug 02, 2022	BUY	$300.57 - $336.42 $759,239 - $849,796	2,526 Added 218.7%	3,681 $1.2 Million
Q1 2022 May 03, 2022	SELL	$244.61 - $310.48 $58,217 - $73,894	-238 Reduced 17.09%	1,155 $354,000
Q4 2021 Feb 02, 2022	BUY	$198.21 - $248.9 $1,387 - $1,742	7 Added 0.51%	1,393 $346,000
Q3 2021 Nov 02, 2021	SELL	$188.42 - $208.66 $50,308 - $55,712	-267 Reduced 16.15%	1,386 $276,000
Q2 2021 Aug 04, 2021	SELL	$184.89 - $202.68 $64,156 - $70,329	-347 Reduced 17.35%	1,653 $316,000
Q1 2021 May 04, 2021	SELL	$169.52 - $196.53 $22,376 - $25,941	-132 Reduced 6.19%	2,000 $390,000
Q4 2020 Feb 12, 2021	SELL	$143.79 - $183.66 $8,771 - $11,203	-61 Reduced 2.78%	2,132 $371,000
Q3 2020 Nov 16, 2020	SELL	$140.89 - $159.9 $20,710 - $23,505	-147 Reduced 6.28%	2,193 $327,000
Q2 2020 Jul 09, 2020	BUY	$125.49 - $164.68 $8,784 - $11,527	70 Added 3.08%	2,340 $359,000
Q1 2020 May 04, 2020	SELL	$115.75 - $170.96 $200,247 - $295,760	-1,730 Reduced 43.25%	2,270 $307,000
Q4 2019 Feb 13, 2020	BUY	$130.23 - $153.27 $82,305 - $96,866	632 Added 18.76%	4,000 $570,000
Q3 2019 Nov 14, 2019	SELL	$134.24 - $148.53 $43,493 - $48,123	-324 Reduced 8.78%	3,368 $488,000
Q2 2019 Aug 13, 2019	BUY	$112.47 - $134.93 $16,645 - $19,969	148 Added 4.18%	3,692 $514,000
Q1 2019 May 15, 2019	BUY	$111.86 - $136.3 $396,431 - $483,047	3,544 New	3,544 $415,000
Q4 2018 Feb 14, 2019	SELL	$108.23 - $136.84 $120,135 - $151,892	-1,110 Closed	0 $0
Q3 2018 Nov 13, 2018	SELL	$123.14 - $138.52 $837,475 - $942,074	-6,801 Reduced 85.97%	1,110 $147,000
Q2 2018 Aug 22, 2018	BUY	$133.4 - $158.13 $924,328 - $1.1 Million	6,929 Added 705.6%	7,911 $1.06 Million
Q1 2018 Jun 25, 2018	BUY	$138.75 - $176.72 $136,252 - $173,539	982 New	982 $138,000

Others Institutions Holding MCK

# of Institutions

1,678

Shares Held

109M

Call Options Held

676K

Put Options Held

678K

View Full List

About MCKESSON CORP

Ticker MCK
Exchange NYSE
Sector Healthcare
Industry Medical Distribution
Shares Outstandng 143,730,000
Market Cap $84.5B
Description
McKesson Corporation provides healthcare services in the United States and internationally. It operates through four segments: U.S. Pharmaceutical, International, Medical-Surgical Solutions, and Prescription Technology Solutions (RxTS). The U.S. Pharmaceutical segment distributes branded, generic, specialty, biosimilar, and over-the-counter phar...

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Mount Yale Investment Advisors, LLC Mckesson Corp Transaction History