C.M. Bidwell & Associates’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-372
| Closed | -$217K | – | 533 |
|
|
2024
Q2 | $217K | Hold |
372
| – | – | 0.15% | 110 |
|
|
2024
Q1 | $200K | Hold |
372
| – | – | 0.14% | 118 |
|
|
2023
Q4 | $172K | Hold |
372
| – | – | 0.13% | 121 |
|
|
2023
Q3 | $162K | Hold |
372
| – | – | 0.12% | 142 |
|
|
2023
Q2 | $159K | Hold |
372
| – | – | 0.12% | 149 |
|
|
2023
Q1 | $132K | Sell |
372
-4
| -1% | -$1.42K | 0.1% | 180 |
|
|
2022
Q4 | $141K | Hold |
376
| – | – | 0.11% | 169 |
|
|
2022
Q3 | $128K | Sell |
376
-255
| -40% | -$86.8K | 0.11% | 171 |
|
|
2022
Q2 | $206K | Sell |
631
-10
| -2% | -$3.27K | 0.16% | 109 |
|
|
2022
Q1 | $196K | Hold |
641
| – | – | 0.13% | 157 |
|
|
2021
Q4 | $159K | Hold |
641
| – | – | 0.1% | 193 |
|
|
2021
Q3 | $128K | Hold |
641
| – | – | 0.09% | 224 |
|
|
2021
Q2 | $123K | Buy |
641
+7
| +1% | +$1.34K | 0.08% | 233 |
|
|
2021
Q1 | $124K | Buy |
+634
| New | +$124K | 0.09% | 202 |
|
|
2019
Q4 | – | Sell |
-831
| Closed | -$114K | – | 431 |
|
|
2019
Q3 | $114K | Buy |
+831
| New | +$114K | 0.11% | 175 |
|
|
2016
Q1 | – | Sell |
-3,295
| Closed | -$650K | – | 299 |
|
|
2015
Q4 | $650K | Buy |
+3,295
| New | +$650K | 0.15% | 94 |
|