Buckingham Strategic Wealth’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $1.36M | Buy |
2,332
+86
| +4% | +$50.2K | 0.01% | 287 |
|
2024
Q1 | $1.21M | Buy |
2,246
+446
| +25% | +$239K | 0.01% | 305 |
|
2023
Q4 | $833K | Sell |
1,800
-53
| -3% | -$24.5K | 0.01% | 354 |
|
2023
Q3 | $806K | Sell |
1,853
-21
| -1% | -$9.13K | 0.01% | 324 |
|
2023
Q2 | $801K | Sell |
1,874
-671
| -26% | -$287K | 0.01% | 326 |
|
2023
Q1 | $955K | Hold |
2,545
| – | – | 0.02% | 275 |
|
2022
Q4 | $955K | Sell |
2,545
-270
| -10% | -$101K | 0.02% | 276 |
|
2022
Q3 | $957K | Buy |
2,815
+90
| +3% | +$30.6K | 0.02% | 264 |
|
2022
Q2 | $889K | Buy |
2,725
+411
| +18% | +$134K | 0.02% | 276 |
|
2022
Q1 | $708K | Buy |
2,314
+560
| +32% | +$171K | 0.01% | 304 |
|
2021
Q4 | $436K | Buy |
1,754
+43
| +3% | +$10.7K | 0.01% | 394 |
|
2021
Q3 | $341K | Sell |
1,711
-13
| -0.8% | -$2.59K | 0.01% | 435 |
|
2021
Q2 | $330K | Sell |
1,724
-187
| -10% | -$35.8K | 0.01% | 446 |
|
2021
Q1 | $373K | Sell |
1,911
-16
| -0.8% | -$3.12K | 0.02% | 391 |
|
2020
Q4 | $335K | Sell |
1,927
-24
| -1% | -$4.17K | 0.02% | 398 |
|
2020
Q3 | $291K | Hold |
1,951
| – | – | 0.02% | 371 |
|
2020
Q2 | $299K | Sell |
1,951
-196
| -9% | -$30K | 0.03% | 316 |
|
2020
Q1 | $290K | Sell |
2,147
-534
| -20% | -$72.1K | 0.03% | 347 |
|
2019
Q4 | $371K | Buy |
2,681
+252
| +10% | +$34.9K | 0.04% | 306 |
|
2019
Q3 | $332K | Sell |
2,429
-213
| -8% | -$29.1K | 0.04% | 304 |
|
2019
Q2 | $355K | Buy |
2,642
+371
| +16% | +$49.9K | 0.04% | 300 |
|
2019
Q1 | $266K | Sell |
2,271
-50
| -2% | -$5.86K | 0.03% | 335 |
|
2018
Q4 | $256K | Buy |
+2,321
| New | +$256K | 0.04% | 290 |
|
2017
Q3 | – | Sell |
-1,961
| Closed | -$323K | – | 303 |
|
2017
Q2 | $323K | Sell |
1,961
-426
| -18% | -$70.2K | 0.08% | 210 |
|
2017
Q1 | $354K | Buy |
2,387
+291
| +14% | +$43.2K | 0.1% | 172 |
|
2016
Q4 | $294K | Buy |
+2,096
| New | +$294K | 0.09% | 170 |
|