Curi RMB Capital’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Buy |
+369
| New | +$270K | 0.01% | 602 |
|
|
2018
Q1 | – | Sell |
-1,502
| Closed | -$234K | – | 915 |
|
|
2017
Q4 | $234K | Buy |
1,502
+119
| +9% | +$18.5K | 0.01% | 754 |
|
|
2017
Q3 | $212K | Buy |
1,383
+8
| +0.6% | +$1.23K | 0.01% | 621 |
|
|
2017
Q2 | $226K | Hold |
1,375
| – | – | 0.01% | 627 |
|
|
2017
Q1 | $204K | Sell |
1,375
-516
| -27% | -$76.6K | 0.01% | 479 |
|
|
2016
Q4 | $266K | Hold |
1,891
| – | – | 0.01% | 360 |
|
|
2016
Q3 | $315K | Sell |
1,891
-24
| -1% | -$4K | 0.02% | 309 |
|
|
2016
Q2 | $357K | Buy |
1,915
+24
| +1% | +$4.47K | 0.02% | 313 |
|
|
2016
Q1 | $297K | Hold |
1,891
| – | – | 0.02% | 291 |
|
|
2015
Q4 | $373K | Sell |
1,891
-304
| -14% | -$60K | 0.02% | 308 |
|
|
2015
Q3 | $406K | Sell |
2,195
-9
| -0.4% | -$1.67K | 0.03% | 312 |
|
|
2015
Q2 | $495K | Sell |
2,204
-9
| -0.4% | -$2.02K | 0.03% | 297 |
|
|
2015
Q1 | $501K | Sell |
2,213
-2
| -0.1% | -$453 | 0.03% | 309 |
|
|
2014
Q4 | $460K | Hold |
2,215
| – | – | 0.03% | 315 |
|
|
2014
Q3 | $431K | Sell |
2,215
-173
| -7% | -$33.7K | 0.03% | 336 |
|
|
2014
Q2 | $445K | Buy |
2,388
+193
| +9% | +$36K | 0.03% | 334 |
|
|
2014
Q1 | $388K | Hold |
2,195
| – | – | 0.03% | 286 |
|
|
2013
Q4 | $354K | Hold |
2,195
| – | – | 0.02% | 273 |
|
|
2013
Q3 | $282K | Buy |
2,195
+40
| +2% | +$5.14K | 0.02% | 305 |
|
|
2013
Q2 | $247K | Buy |
+2,155
| New | +$247K | 0.02% | 311 |
|