BerganKDV 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
Q2 | $174K | Sell |
407
-21
| -5% | -$8.97K | 0.02% | 238 |
|
|
2023
Q1 | $152K | Buy |
428
+21
| +5% | +$7.48K | 0.02% | 259 |
|
|
2022
Q4 | $153K | Hold |
407
| – | – | 0.02% | 257 |
|
|
2022
Q3 | $138K | Hold |
407
| – | – | 0.02% | 259 |
|
|
2022
Q2 | $133K | Hold |
407
| – | – | 0.02% | 275 |
|
|
2022
Q1 | $125K | Sell |
407
-55
| -12% | -$16.9K | 0.01% | 287 |
|
|
2021
Q4 | $115K | Sell |
462
-20
| -4% | -$4.98K | 0.01% | 316 |
|
|
2021
Q3 | $96K | Hold |
482
| – | – | 0.01% | 326 |
|
|
2021
Q2 | $92K | Buy |
482
+75
| +18% | +$14.3K | 0.01% | 319 |
|
|
2021
Q1 | $79K | Hold |
407
| – | – | 0.01% | 321 |
|
|
2020
Q4 | $71K | Hold |
407
| – | – | 0.01% | 314 |
|
|
2020
Q3 | $61K | Hold |
407
| – | – | 0.01% | 317 |
|
|
2020
Q2 | $62K | Buy |
407
+7
| +2% | +$1.07K | 0.01% | 329 |
|
|
2020
Q1 | $54K | Hold |
400
| – | – | 0.01% | 313 |
|
|
2019
Q4 | $55K | Hold |
400
| – | – | 0.01% | 337 |
|
|
2019
Q3 | $55K | Hold |
400
| – | – | 0.01% | 320 |
|
|
2019
Q2 | $54K | Hold |
400
| – | – | 0.01% | 320 |
|
|
2019
Q1 | $47K | Hold |
400
| – | – | 0.01% | 347 |
|
|
2018
Q4 | $44K | Hold |
400
| – | – | 0.01% | 310 |
|
|
2018
Q3 | $53K | Hold |
400
| – | – | 0.01% | 310 |
|
|
2018
Q2 | $53K | Buy |
+400
| New | +$53K | 0.01% | 315 |
|