Angeles Investment Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-393
| Closed | -$224K | – | 127 |
|
|
2024
Q4 | $224K | Sell |
393
-17
| -4% | -$9.69K | 0.01% | 173 |
|
|
2024
Q3 | $203K | Sell |
410
-23
| -5% | -$11.4K | 0.01% | 205 |
|
|
2024
Q2 | $253K | Sell |
433
-505
| -54% | -$295K | 0.01% | 175 |
|
|
2024
Q1 | $504K | Sell |
938
-313
| -25% | -$168K | 0.03% | 113 |
|
|
2023
Q4 | $580K | Buy |
1,251
+15
| +1% | +$6.95K | 0.04% | 82 |
|
|
2023
Q3 | $538K | Sell |
1,236
-34
| -3% | -$14.8K | 0.04% | 69 |
|
|
2023
Q2 | $543K | Buy |
1,270
+237
| +23% | +$101K | 0.05% | 60 |
|
|
2023
Q1 | $368K | Buy |
1,033
+143
| +16% | +$51K | 0.03% | 90 |
|
|
2022
Q4 | $334K | Buy |
+890
| New | +$334K | 0.03% | 71 |
|
|
2022
Q3 | – | Sell |
-890
| Closed | -$291K | – | 91 |
|
|
2022
Q2 | $291K | Hold |
890
| – | – | 0.03% | 73 |
|
|
2022
Q1 | $273K | Sell |
890
-786
| -47% | -$241K | 0.02% | 98 |
|
|
2021
Q4 | $417K | Buy |
1,676
+81
| +5% | +$20.2K | 0.02% | 138 |
|
|
2021
Q3 | $319K | Buy |
+1,595
| New | +$319K | 0.02% | 156 |
|