Advisory Research’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-929
| Closed | -$404K | – | 419 |
|
|
2023
Q3 | $404K | Buy |
929
+446
| +92% | +$194K | 0.06% | 306 |
|
|
2023
Q2 | $206K | Buy |
+483
| New | +$206K | 0.03% | 428 |
|
|
2017
Q3 | – | Sell |
-1,220
| Closed | -$201K | – | 458 |
|
|
2017
Q2 | $201K | Buy |
+1,220
| New | +$201K | ﹤0.01% | 421 |
|
|
2014
Q2 | – | Sell |
-391
| Closed | -$69K | – | 534 |
|
|
2014
Q1 | $69K | Buy |
+391
| New | +$69K | ﹤0.01% | 569 |
|