Burns Matteson Capital Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-620
| Closed | -$307K | – | 179 |
|
|
2024
Q3 | $307K | Sell |
620
-623
| -50% | -$308K | 0.17% | 114 |
|
|
2024
Q2 | $726K | Buy |
1,243
+667
| +116% | +$390K | 0.46% | 46 |
|
|
2024
Q1 | $309K | Buy |
576
+5
| +0.9% | +$2.68K | 0.2% | 123 |
|
|
2023
Q4 | $262K | Sell |
571
-1,357
| -70% | -$623K | 0.18% | 118 |
|
|
2023
Q3 | $838K | Buy |
1,928
+1,371
| +246% | +$596K | 0.53% | 34 |
|
|
2023
Q2 | $238K | Sell |
557
-1,506
| -73% | -$644K | 0.15% | 131 |
|
|
2023
Q1 | $735K | Buy |
+2,063
| New | +$735K | 0.47% | 42 |
|