Dowling & Yahnke’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $555K | Sell |
1,632
-113
| -6% | -$38.4K | 0.03% | 267 |
|
|
2022
Q2 | $569K | Hold |
1,745
| – | – | 0.03% | 267 |
|
|
2022
Q1 | $534K | Sell |
1,745
-30
| -2% | -$9.18K | 0.02% | 276 |
|
|
2021
Q4 | $441K | Sell |
1,775
-55
| -3% | -$13.7K | 0.02% | 284 |
|
|
2021
Q3 | $365K | Sell |
1,830
-45
| -2% | -$8.98K | 0.02% | 292 |
|
|
2021
Q2 | $359K | Sell |
1,875
-190
| -9% | -$36.4K | 0.02% | 286 |
|
|
2021
Q1 | $403K | Hold |
2,065
| – | – | 0.03% | 269 |
|
|
2020
Q4 | $359K | Sell |
2,065
-82
| -4% | -$14.3K | 0.03% | 270 |
|
|
2020
Q3 | $320K | Sell |
2,147
-323
| -13% | -$48.1K | 0.03% | 262 |
|
|
2020
Q2 | $379K | Sell |
2,470
-626
| -20% | -$96.1K | 0.03% | 249 |
|
|
2020
Q1 | $419K | Sell |
3,096
-20
| -0.6% | -$2.71K | 0.04% | 230 |
|
|
2019
Q4 | $431K | Sell |
3,116
-90
| -3% | -$12.4K | 0.03% | 242 |
|
|
2019
Q3 | $438K | Buy |
3,206
+454
| +16% | +$62K | 0.04% | 238 |
|
|
2019
Q2 | $370K | Buy |
2,752
+340
| +14% | +$45.7K | 0.03% | 251 |
|
|
2019
Q1 | $282K | Buy |
+2,412
| New | +$282K | 0.03% | 238 |
|
|
2018
Q3 | – | Sell |
-3,452
| Closed | -$460K | – | 284 |
|
|
2018
Q2 | $460K | Buy |
3,452
+300
| +10% | +$40K | 0.04% | 228 |
|
|
2018
Q1 | $444K | Buy |
3,152
+65
| +2% | +$9.16K | 0.04% | 233 |
|
|
2017
Q4 | $481K | Sell |
3,087
-245
| -7% | -$38.2K | 0.04% | 235 |
|
|
2017
Q3 | $512K | Sell |
3,332
-5
| -0.1% | -$768 | 0.05% | 217 |
|
|
2017
Q2 | $549K | Buy |
3,337
+717
| +27% | +$118K | 0.06% | 210 |
|
|
2017
Q1 | $388K | Buy |
2,620
+435
| +20% | +$64.4K | 0.04% | 228 |
|
|
2016
Q4 | $307K | Buy |
2,185
+164
| +8% | +$23K | 0.03% | 236 |
|
|
2016
Q3 | $337K | Sell |
2,021
-380
| -16% | -$63.4K | 0.04% | 229 |
|
|
2016
Q2 | $448K | Buy |
2,401
+977
| +69% | +$182K | 0.05% | 208 |
|
|
2016
Q1 | $224K | Sell |
1,424
-822
| -37% | -$129K | 0.03% | 244 |
|
|
2015
Q4 | $443K | Buy |
2,246
+989
| +79% | +$195K | 0.06% | 203 |
|
|
2015
Q3 | $233K | Buy |
+1,257
| New | +$233K | 0.03% | 238 |
|