Castleview Partners’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 |
-218
| Closed | -$108K | – | 604 |
|
|
2024
Q3 | $108K | Buy |
218
+53
| +32% | +$26.2K | 0.06% | 221 |
|
|
2024
Q2 | $96.4K | Buy |
165
+59
| +56% | +$34.5K | 0.05% | 241 |
|
|
2024
Q1 | $56.9K | Sell |
106
-55
| -34% | -$29.5K | 0.03% | 336 |
|
|
2023
Q4 | $74.5K | Buy |
161
+52
| +48% | +$24.1K | 0.05% | 240 |
|
|
2023
Q3 | $47.4K | Buy |
109
+17
| +18% | +$7.39K | 0.04% | 263 |
|
|
2023
Q2 | $39.3K | Buy |
92
+43
| +88% | +$18.4K | 0.04% | 286 |
|
|
2023
Q1 | $17.4K | Hold |
49
| – | – | 0.02% | 360 |
|
|
2022
Q4 | $18.4K | Buy |
49
+26
| +113% | +$9.75K | 0.02% | 307 |
|
|
2022
Q3 | $8K | Buy |
23
+21
| +1,050% | +$7.3K | 0.01% | 409 |
|
|
2022
Q2 | $1.27K | Buy |
+2
| New | +$1.27K | ﹤0.01% | 667 |
|
|
2022
Q1 | – | Sell |
-261,493
| Closed | -$1.05K | – | 892 |
|
|
2021
Q4 | $1.05K | Buy |
+261,493
| New | +$1.05K | 0.01% | 384 |
|
|
2021
Q2 | $184K | Buy |
+964
| New | +$184K | 0.08% | 219 |
|