Benjamin F. Edwards & Company’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $1.24M | Sell |
2,122
-75
| -3% | -$43.8K | 0.02% | 473 |
|
2024
Q1 | $1.18M | Buy |
2,197
+3
| +0.1% | +$1.61K | 0.02% | 474 |
|
2023
Q4 | $1.02M | Buy |
2,194
+65
| +3% | +$30.1K | 0.02% | 490 |
|
2023
Q3 | $926K | Sell |
2,129
-206
| -9% | -$89.6K | 0.04% | 394 |
|
2023
Q2 | $998K | Sell |
2,335
-3
| -0.1% | -$1.28K | 0.04% | 370 |
|
2023
Q1 | $832K | Sell |
2,338
-102
| -4% | -$36.3K | 0.03% | 373 |
|
2022
Q4 | $915K | Sell |
2,440
-7
| -0.3% | -$2.63K | 0.04% | 349 |
|
2022
Q3 | $832K | Sell |
2,447
-56
| -2% | -$19K | 0.04% | 343 |
|
2022
Q2 | $816K | Sell |
2,503
-1
| -0% | -$326 | 0.04% | 365 |
|
2022
Q1 | $767K | Buy |
2,504
+3
| +0.1% | +$919 | 0.03% | 386 |
|
2021
Q4 | $622K | Buy |
2,501
+117
| +5% | +$29.1K | 0.03% | 432 |
|
2021
Q3 | $475K | Hold |
2,384
| – | – | 0.02% | 456 |
|
2021
Q2 | $456K | Sell |
2,384
-7
| -0.3% | -$1.34K | 0.02% | 467 |
|
2021
Q1 | $466K | Sell |
2,391
-632
| -21% | -$123K | 0.03% | 473 |
|
2020
Q4 | $526K | Sell |
3,023
-203
| -6% | -$35.3K | 0.03% | 417 |
|
2020
Q3 | $480K | Sell |
3,226
-129
| -4% | -$19.2K | 0.03% | 402 |
|
2020
Q2 | $515K | Sell |
3,355
-81
| -2% | -$12.4K | 0.04% | 359 |
|
2020
Q1 | $465K | Sell |
3,436
-123
| -3% | -$16.6K | 0.04% | 333 |
|
2019
Q4 | $492K | Buy |
3,559
+25
| +0.7% | +$3.46K | 0.03% | 391 |
|
2019
Q3 | $483K | Buy |
3,534
+800
| +29% | +$109K | 0.04% | 368 |
|
2019
Q2 | $367K | Sell |
2,734
-469
| -15% | -$63K | 0.03% | 409 |
|
2019
Q1 | $375K | Buy |
3,203
+58
| +2% | +$6.79K | 0.03% | 388 |
|
2018
Q4 | $347K | Sell |
3,145
-687
| -18% | -$75.8K | 0.04% | 367 |
|
2018
Q3 | $508K | Buy |
3,832
+250
| +7% | +$33.1K | 0.05% | 323 |
|
2018
Q2 | $478K | Buy |
3,582
+455
| +15% | +$60.7K | 0.05% | 334 |
|
2018
Q1 | $441K | Buy |
3,127
+760
| +32% | +$107K | 0.04% | 339 |
|
2017
Q4 | $369K | Buy |
2,367
+250
| +12% | +$39K | 0.04% | 362 |
|
2017
Q3 | $325K | Hold |
2,117
| – | – | 0.04% | 345 |
|
2017
Q2 | $348K | Buy |
2,117
+732
| +53% | +$120K | 0.05% | 331 |
|
2017
Q1 | $205K | Buy |
1,385
+45
| +3% | +$6.66K | 0.03% | 395 |
|
2016
Q4 | $188K | Hold |
1,340
| – | – | 0.03% | 376 |
|
2016
Q3 | $223K | Sell |
1,340
-116
| -8% | -$19.3K | 0.04% | 322 |
|
2016
Q2 | $272K | Sell |
1,456
-45
| -3% | -$8.41K | 0.05% | 276 |
|
2016
Q1 | $236K | Sell |
1,501
-178
| -11% | -$28K | 0.05% | 284 |
|
2015
Q4 | $331K | Sell |
1,679
-559
| -25% | -$110K | 0.07% | 240 |
|
2015
Q3 | $414K | Sell |
2,238
-34
| -1% | -$6.29K | 0.09% | 213 |
|
2015
Q2 | $511K | Buy |
2,272
+170
| +8% | +$38.2K | 0.1% | 203 |
|
2015
Q1 | $475K | Buy |
2,102
+539
| +34% | +$122K | 0.1% | 197 |
|
2014
Q4 | $324K | Buy |
1,563
+256
| +20% | +$53.1K | 0.08% | 249 |
|
2014
Q3 | $254K | Hold |
1,307
| – | – | 0.06% | 275 |
|
2014
Q2 | $243K | Hold |
1,307
| – | – | 0.06% | 272 |
|
2014
Q1 | $231K | Buy |
+1,307
| New | +$231K | 0.06% | 266 |
|
2013
Q4 | – | Sell |
-100
| Closed | -$13K | – | 952 |
|
2013
Q3 | $13K | Hold |
100
| – | – | ﹤0.01% | 566 |
|
2013
Q2 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 552 |
|