Arden Trust’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $253K | Sell |
434
-58
| -12% | -$33.9K | 0.04% | 203 |
|
|
2024
Q1 | $264K | Hold |
492
| – | – | 0.04% | 212 |
|
|
2023
Q4 | $228K | Sell |
492
-3
| -0.6% | -$1.39K | 0.03% | 226 |
|
|
2023
Q3 | $215K | Sell |
495
-71
| -13% | -$30.9K | 0.04% | 224 |
|
|
2023
Q2 | $242K | Buy |
566
+1
| +0.2% | +$428 | 0.04% | 219 |
|
|
2023
Q1 | $201K | Buy |
+565
| New | +$201K | 0.04% | 275 |
|
|
2020
Q2 | – | Sell |
-50
| Closed | -$7K | – | 584 |
|
|
2020
Q1 | $7K | Buy |
+50
| New | +$7K | ﹤0.01% | 621 |
|
|
2016
Q3 | – | Sell |
-9,235
| Closed | -$1.72K | – | 440 |
|
|
2016
Q2 | $1.72K | Buy |
9,235
+2,207
| +31% | +$412 | 0.13% | 164 |
|
|
2016
Q1 | $1.11M | Sell |
7,028
-1,177
| -14% | -$185K | 0.09% | 230 |
|
|
2015
Q4 | $1.62M | Buy |
8,205
+859
| +12% | +$169K | 0.14% | 161 |
|
|
2015
Q3 | $1.36M | Buy |
7,346
+3,329
| +83% | +$616K | 0.11% | 201 |
|
|
2015
Q2 | $903 | Sell |
4,017
-250
| -6% | -$56 | 0.14% | 190 |
|
|
2015
Q1 | $965 | Buy |
+4,267
| New | +$965 | 0.14% | 185 |
|