Convergence Investment Partners’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.85M | Sell |
2,525
-100
| -4% | -$73.3K | 0.47% | 62 |
|
2025
Q1 | $1.77M | Sell |
2,625
-288
| -10% | -$194K | 0.49% | 60 |
|
2024
Q4 | $1.66M | Buy |
2,913
+2,228
| +325% | +$1.27M | 0.37% | 95 |
|
2024
Q3 | $339K | Sell |
685
-2,036
| -75% | -$1.01M | 0.09% | 197 |
|
2024
Q2 | $1.59M | Buy |
2,721
+985
| +57% | +$575K | 0.46% | 62 |
|
2024
Q1 | $932K | Buy |
1,736
+421
| +32% | +$226K | 0.36% | 86 |
|
2023
Q4 | $609K | Sell |
1,315
-43
| -3% | -$19.9K | 0.32% | 87 |
|
2023
Q3 | $591K | Buy |
1,358
+68
| +5% | +$29.6K | 0.35% | 85 |
|
2023
Q2 | $551K | Sell |
1,290
-77
| -6% | -$32.9K | 0.32% | 87 |
|
2023
Q1 | $487K | Sell |
1,367
-251
| -16% | -$89.4K | 0.29% | 94 |
|
2022
Q4 | $607K | Sell |
1,618
-88
| -5% | -$33K | 0.36% | 79 |
|
2022
Q3 | $580K | Sell |
1,706
-820
| -32% | -$279K | 0.38% | 82 |
|
2022
Q2 | $824K | Sell |
2,526
-2
| -0.1% | -$652 | 0.5% | 77 |
|
2022
Q1 | $774K | Sell |
2,528
-232
| -8% | -$71K | 0.4% | 81 |
|
2021
Q4 | $686K | Sell |
2,760
-112
| -4% | -$27.8K | 0.35% | 86 |
|
2021
Q3 | $573K | Sell |
2,872
-342
| -11% | -$68.2K | 0.31% | 91 |
|
2021
Q2 | $615K | Buy |
3,214
+26
| +0.8% | +$4.98K | 0.26% | 97 |
|
2021
Q1 | $622K | Buy |
3,188
+83
| +3% | +$16.2K | 0.28% | 91 |
|
2020
Q4 | $540K | Sell |
3,105
-5,311
| -63% | -$924K | 0.27% | 94 |
|
2020
Q3 | $1.25M | Sell |
8,416
-268
| -3% | -$39.9K | 0.44% | 79 |
|
2020
Q2 | $1.33M | Buy |
8,684
+725
| +9% | +$111K | 0.46% | 70 |
|
2020
Q1 | $1.08M | Sell |
7,959
-2,981
| -27% | -$403K | 0.47% | 65 |
|
2019
Q4 | $1.51M | Buy |
10,940
+551
| +5% | +$76.2K | 0.43% | 71 |
|
2019
Q3 | $1.42M | Sell |
10,389
-3,758
| -27% | -$514K | 0.4% | 81 |
|
2019
Q2 | $1.9M | Buy |
14,147
+12,172
| +616% | +$1.64M | 0.46% | 71 |
|
2019
Q1 | $231K | Buy |
+1,975
| New | +$231K | 0.05% | 258 |
|
2018
Q4 | – | Sell |
-1,585
| Closed | -$210K | – | 343 |
|
2018
Q3 | $210K | Buy |
+1,585
| New | +$210K | 0.04% | 303 |
|
2018
Q2 | – | Sell |
-23,386
| Closed | -$3.29M | – | 650 |
|
2018
Q1 | $3.29M | Sell |
23,386
-257
| -1% | -$36.2K | 0.43% | 89 |
|
2017
Q4 | $3.69M | Buy |
23,643
+3,287
| +16% | +$513K | 0.5% | 69 |
|
2017
Q3 | $3.13M | Buy |
20,356
+4,792
| +31% | +$736K | 0.44% | 74 |
|
2017
Q2 | $2.56M | Sell |
15,564
-2,976
| -16% | -$490K | 0.37% | 94 |
|
2017
Q1 | $2.75M | Buy |
18,540
+369
| +2% | +$54.7K | 0.39% | 92 |
|
2016
Q4 | $2.55M | Buy |
18,171
+1,139
| +7% | +$160K | 0.35% | 106 |
|
2016
Q3 | $2.84M | Buy |
+17,032
| New | +$2.84M | 0.42% | 81 |
|
2016
Q2 | – | Sell |
-21,332
| Closed | -$3.35M | – | 351 |
|
2016
Q1 | $3.35M | Sell |
21,332
-737
| -3% | -$116K | 0.4% | 91 |
|
2015
Q4 | $4.35M | Buy |
+22,069
| New | +$4.35M | 0.49% | 65 |
|
2015
Q3 | – | Sell |
-1,061
| Closed | -$239K | – | 383 |
|
2015
Q2 | $239K | Sell |
1,061
-6
| -0.6% | -$1.35K | 0.02% | 335 |
|
2015
Q1 | $241K | Hold |
1,067
| – | – | 0.03% | 335 |
|
2014
Q4 | $221K | Buy |
1,067
+8
| +0.8% | +$1.66K | 0.03% | 328 |
|
2014
Q3 | $206K | Sell |
1,059
-242
| -19% | -$47.1K | 0.03% | 340 |
|
2014
Q2 | $242K | Buy |
1,301
+13
| +1% | +$2.42K | 0.03% | 335 |
|
2014
Q1 | $227K | Sell |
1,288
-2
| -0.2% | -$352 | 0.03% | 335 |
|
2013
Q4 | $208K | Buy |
+1,290
| New | +$208K | 0.03% | 355 |
|