Balasa Dinverno & Foltz’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $548K | Buy |
|
|||||
|
2022
Q2 | $374K | Buy |
|
|||||
|
2022
Q1 | $253K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $203K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $205K | Sell |
|
|||||
|
2018
Q1 | $311K | Buy |
|
|||||
|
2017
Q4 | $244K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $203K | Sell |
|
|||||
|
2016
Q2 | $237K | Sell |
|
|||||
|
2016
Q1 | $220K | Sell |
|
|||||
|
2015
Q4 | $295K | Sell |
|
|||||
|
2015
Q3 | $283K | Sell |
|
|||||
|
2015
Q2 | $357K | Sell |
|
|||||
|
2015
Q1 | $375K | Hold |
|
|||||
|
2014
Q4 | $344K | Buy |
|
|||||
|
2014
Q3 | $241K | Buy |
|
|||||
|
2014
Q2 | $215K | Sell |
|
|||||
|
2014
Q1 | $206K | Buy |
|