Concourse Financial Group Securities’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,220
| Closed | -$1.3M | – | 4920 |
|
2024
Q4 | $1.3M | Sell |
2,220
-1,405
| -39% | -$821K | 0.07% | 264 |
|
2024
Q3 | $1.79M | Sell |
3,625
-1,115
| -24% | -$552K | 0.11% | 192 |
|
2024
Q2 | $2.77M | Buy |
4,740
+228
| +5% | +$133K | 0.17% | 129 |
|
2024
Q1 | $2.43M | Buy |
4,512
+63
| +1% | +$33.9K | 0.16% | 136 |
|
2023
Q4 | $2.06M | Buy |
4,449
+173
| +4% | +$80.2K | 0.15% | 144 |
|
2023
Q3 | $1.86M | Buy |
4,276
+166
| +4% | +$72.3K | 0.14% | 151 |
|
2023
Q2 | $1.76M | Buy |
4,110
+1,735
| +73% | +$742K | 0.13% | 154 |
|
2023
Q1 | $847K | Buy |
2,375
+47
| +2% | +$16.8K | 0.07% | 300 |
|
2022
Q4 | $874K | Buy |
2,328
+87
| +4% | +$32.7K | 0.07% | 282 |
|
2022
Q3 | $763K | Buy |
2,241
+1,434
| +178% | +$488K | 0.07% | 267 |
|
2022
Q2 | $264K | Buy |
807
+33
| +4% | +$10.8K | 0.02% | 531 |
|
2022
Q1 | $237K | Sell |
774
-185
| -19% | -$56.6K | 0.02% | 598 |
|
2021
Q4 | $239K | Sell |
959
-61
| -6% | -$15.2K | 0.01% | 667 |
|
2021
Q3 | $204K | Buy |
1,020
+168
| +20% | +$33.6K | 0.01% | 713 |
|
2021
Q2 | $163K | Buy |
852
+6
| +0.7% | +$1.15K | 0.01% | 780 |
|
2021
Q1 | $165K | Buy |
846
+52
| +7% | +$10.1K | 0.01% | 745 |
|
2020
Q4 | $138K | Sell |
794
-222
| -22% | -$38.6K | 0.01% | 762 |
|
2020
Q3 | $152K | Buy |
1,016
+141
| +16% | +$21.1K | 0.01% | 633 |
|
2020
Q2 | $135K | Buy |
875
+156
| +22% | +$24.1K | 0.01% | 621 |
|
2020
Q1 | $98K | Sell |
719
-38
| -5% | -$5.18K | 0.01% | 668 |
|
2019
Q4 | $105K | Buy |
757
+323
| +74% | +$44.8K | 0.01% | 696 |
|
2019
Q3 | $59K | Sell |
434
-393
| -48% | -$53.4K | 0.01% | 569 |
|
2019
Q2 | $112K | Sell |
827
-42
| -5% | -$5.69K | 0.01% | 634 |
|
2019
Q1 | $101K | Buy |
869
+104
| +14% | +$12.1K | 0.01% | 684 |
|
2018
Q4 | $84K | Buy |
765
+324
| +73% | +$35.6K | 0.01% | 669 |
|
2018
Q3 | $59K | Buy |
+441
| New | +$59K | 0.02% | 554 |
|