Acima Private Wealth’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Hold |
0
| – | – | – | 194 |
|
|
2024
Q1 | – | Sell |
-130
| Closed | -$60.2K | – | 220 |
|
|
2023
Q4 | $60.2K | Hold |
130
| – | – | 0.02% | 156 |
|
|
2023
Q3 | $56.5K | Hold |
130
| – | – | 0.03% | 161 |
|
|
2023
Q2 | $55.6K | Hold |
130
| – | – | 0.03% | 166 |
|
|
2023
Q1 | $46.3K | Buy |
130
+15
| +13% | +$5.34K | 0.02% | 170 |
|
|
2022
Q4 | $43.1K | Hold |
115
| – | – | 0.02% | 161 |
|
|
2022
Q3 | $39.1K | Hold |
115
| – | – | 0.02% | 162 |
|
|
2022
Q2 | $37.5K | Hold |
115
| – | – | 0.02% | 169 |
|
|
2022
Q1 | $35K | Hold |
115
| – | – | 0.02% | 182 |
|
|
2021
Q4 | $29K | Hold |
115
| – | – | 0.01% | 186 |
|
|
2021
Q3 | $23K | Hold |
115
| – | – | 0.01% | 185 |
|
|
2021
Q2 | $22K | Hold |
115
| – | – | 0.01% | 184 |
|
|
2021
Q1 | $22K | Hold |
115
| – | – | 0.01% | 183 |
|
|
2020
Q4 | $20K | Hold |
115
| – | – | 0.01% | 185 |
|
|
2020
Q3 | $17K | Hold |
115
| – | – | 0.01% | 186 |
|
|
2020
Q2 | $18K | Hold |
115
| – | – | 0.01% | 201 |
|
|
2020
Q1 | $16K | Hold |
115
| – | – | 0.01% | 207 |
|
|
2019
Q4 | $16K | Hold |
115
| – | – | 0.01% | 231 |
|
|
2019
Q3 | $15K | Hold |
115
| – | – | 0.01% | 224 |
|
|
2019
Q2 | $15K | Hold |
115
| – | – | 0.01% | 205 |
|
|
2019
Q1 | $13K | Sell |
115
-17
| -13% | -$1.92K | 0.01% | 206 |
|
|
2018
Q4 | $15K | Buy |
+132
| New | +$15K | 0.01% | 202 |
|