Aquila Investment Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,000
| Closed | -$1.75M | – | 69 |
|
|
2024
Q2 | $1.75M | Hold |
3,000
| – | – | 1.64% | 29 |
|
|
2024
Q1 | $1.61M | Hold |
3,000
| – | – | 1.37% | 32 |
|
|
2023
Q4 | $1.39M | Hold |
3,000
| – | – | 1.2% | 35 |
|
|
2023
Q3 | $1.3M | Hold |
3,000
| – | – | 1.2% | 33 |
|
|
2023
Q2 | $1.28M | Sell |
3,000
-2,000
| -40% | -$855K | 1.05% | 48 |
|
|
2023
Q1 | $1.78M | Hold |
5,000
| – | – | 1.47% | 26 |
|
|
2022
Q4 | $1.88M | Sell |
5,000
-4,000
| -44% | -$1.5M | 1.45% | 21 |
|
|
2022
Q3 | $3.06M | Buy |
9,000
+1,000
| +13% | +$340K | 2.29% | 4 |
|
|
2022
Q2 | $2.61M | Buy |
+8,000
| New | +$2.61M | 1.85% | 12 |
|