Altavista Wealth Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,033
| Closed | -$225K | – | 155 |
|
|
2018
Q4 | $225K | Sell |
2,033
-7,990
| -80% | -$884K | 0.09% | 138 |
|
|
2018
Q3 | $1.33M | Sell |
10,023
-6,952
| -41% | -$922K | 0.49% | 55 |
|
|
2018
Q2 | $2.26M | Buy |
16,975
+1,139
| +7% | +$152K | 0.91% | 35 |
|
|
2018
Q1 | $2.23M | Buy |
15,836
+335
| +2% | +$47.2K | 0.94% | 33 |
|
|
2017
Q4 | $2.42M | Sell |
15,501
-2,847
| -16% | -$444K | 1.02% | 33 |
|
|
2017
Q3 | $2.82M | Sell |
18,348
-659
| -3% | -$101K | 1.34% | 25 |
|
|
2017
Q2 | $3.13M | Buy |
19,007
+187
| +1% | +$30.8K | 1.56% | 25 |
|
|
2017
Q1 | $2.79M | Buy |
18,820
+3,297
| +21% | +$489K | 1.4% | 27 |
|
|
2016
Q4 | $2.18M | Buy |
15,523
+627
| +4% | +$88.1K | 1.18% | 31 |
|
|
2016
Q3 | $2.48M | Buy |
14,896
+927
| +7% | +$155K | 1.35% | 29 |
|
|
2016
Q2 | $2.61M | Buy |
13,969
+2,484
| +22% | +$464K | 1.44% | 28 |
|
|
2016
Q1 | $1.81M | Buy |
11,485
+4,520
| +65% | +$711K | 1.02% | 35 |
|
|
2015
Q4 | $1.37M | Buy |
+6,965
| New | +$1.37M | 0.81% | 40 |
|