Berman Capital Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $168K | Buy |
848
+329
| +63% | +$65.2K | 0.03% | 302 |
|
|
2021
Q2 | $98K | Buy |
519
+44
| +9% | +$8.31K | 0.02% | 384 |
|
|
2021
Q1 | $92K | Buy |
475
+164
| +53% | +$31.8K | 0.02% | 331 |
|
|
2020
Q4 | $54K | Buy |
311
+7
| +2% | +$1.22K | 0.01% | 392 |
|
|
2020
Q3 | $44K | Buy |
304
+4
| +1% | +$579 | 0.01% | 377 |
|
|
2020
Q2 | $44K | Sell |
300
-28
| -9% | -$4.11K | 0.01% | 353 |
|
|
2020
Q1 | $43K | Buy |
328
+55
| +20% | +$7.21K | 0.01% | 318 |
|
|
2019
Q4 | $37K | Sell |
273
-57
| -17% | -$7.73K | 0.01% | 381 |
|
|
2019
Q3 | $44K | Buy |
330
+41
| +14% | +$5.47K | 0.01% | 330 |
|
|
2019
Q2 | $37K | Buy |
289
+184
| +175% | +$23.6K | 0.01% | 362 |
|
|
2019
Q1 | $12K | Buy |
105
+22
| +27% | +$2.51K | ﹤0.01% | 598 |
|
|
2018
Q4 | $8K | Buy |
+83
| New | +$8K | ﹤0.01% | 565 |
|