Baystate Wealth Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $24.8K | Buy |
53
+6
| +13% | +$2.81K | ﹤0.01% | 514 |
|
|
2023
Q3 | $20.7K | Sell |
47
-2
| -4% | -$879 | ﹤0.01% | 469 |
|
|
2023
Q2 | $21.1K | Hold |
49
| – | – | ﹤0.01% | 454 |
|
|
2023
Q1 | $17.6K | Buy |
49
+18
| +58% | +$6.47K | ﹤0.01% | 475 |
|
|
2022
Q4 | $12K | Hold |
31
| – | – | ﹤0.01% | 539 |
|
|
2022
Q3 | $11K | Hold |
31
| – | – | ﹤0.01% | 526 |
|
|
2022
Q2 | $10K | Hold |
31
| – | – | ﹤0.01% | 558 |
|
|
2022
Q1 | $10K | Sell |
31
-9
| -23% | -$2.9K | ﹤0.01% | 581 |
|
|
2021
Q4 | $10K | Hold |
40
| – | – | ﹤0.01% | 577 |
|
|
2021
Q3 | $8K | Buy |
40
+9
| +29% | +$1.8K | ﹤0.01% | 543 |
|
|
2021
Q2 | $6K | Buy |
31
+1
| +3% | +$194 | ﹤0.01% | 560 |
|
|
2021
Q1 | $6K | Hold |
30
| – | – | ﹤0.01% | 507 |
|
|
2020
Q4 | $5K | Sell |
30
-1
| -3% | -$167 | ﹤0.01% | 492 |
|
|
2020
Q3 | $5K | Buy |
31
+1
| +3% | +$161 | ﹤0.01% | 463 |
|
|
2020
Q2 | $5K | Sell |
30
-1
| -3% | -$167 | ﹤0.01% | 465 |
|
|
2020
Q1 | $4K | Hold |
31
| – | – | ﹤0.01% | 450 |
|
|
2019
Q4 | $4K | Buy |
31
+1
| +3% | +$129 | ﹤0.01% | 469 |
|
|
2019
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 441 |
|
|
2019
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 446 |
|
|
2019
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 453 |
|
|
2018
Q4 | $4K | Hold |
30
| – | – | ﹤0.01% | 462 |
|
|
2018
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 466 |
|
|
2018
Q2 | $4K | Sell |
30
-200
| -87% | -$26.7K | ﹤0.01% | 481 |
|
|
2018
Q1 | $34K | Hold |
230
| – | – | 0.01% | 231 |
|
|
2017
Q4 | $40K | Buy |
230
+200
| +667% | +$34.8K | 0.01% | 220 |
|
|
2017
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 437 |
|
|
2017
Q2 | $5K | Sell |
30
-523
| -95% | -$87.2K | ﹤0.01% | 417 |
|
|
2017
Q1 | $80K | Buy |
+553
| New | +$80K | 0.02% | 135 |
|