Doyle Wealth Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $435K | Buy |
1,279
+30
| +2% | +$10.2K | 0.04% | 142 |
|
|
2022
Q2 | $407K | Hold |
1,249
| – | – | 0.03% | 148 |
|
|
2022
Q1 | $382K | Buy |
1,249
+19
| +2% | +$5.81K | 0.03% | 176 |
|
|
2021
Q4 | $306K | Hold |
1,230
| – | – | 0.02% | 189 |
|
|
2021
Q3 | $245K | Buy |
1,230
+100
| +9% | +$19.9K | 0.02% | 200 |
|
|
2021
Q2 | $216K | Hold |
1,130
| – | – | 0.02% | 209 |
|
|
2021
Q1 | $220K | Sell |
1,130
-131
| -10% | -$25.5K | 0.02% | 200 |
|
|
2020
Q4 | $219K | Buy |
+1,261
| New | +$219K | 0.02% | 195 |
|
|
2019
Q3 | – | Sell |
-1,230
| Closed | -$165K | – | 522 |
|
|
2019
Q2 | $165K | Buy |
+1,230
| New | +$165K | 0.02% | 211 |
|
|
2019
Q1 | – | Sell |
-800
| Closed | -$88K | – | 506 |
|
|
2018
Q4 | $88K | Buy |
+800
| New | +$88K | 0.01% | 274 |
|
|
2018
Q3 | – | Sell |
-3,800
| Closed | -$507K | – | 196 |
|
|
2018
Q2 | $507K | Hold |
3,800
| – | – | 0.08% | 106 |
|
|
2018
Q1 | $535K | Hold |
3,800
| – | – | 0.09% | 93 |
|
|
2017
Q4 | $593K | Hold |
3,800
| – | – | 0.1% | 89 |
|
|
2017
Q3 | $584K | Sell |
3,800
-105
| -3% | -$16.1K | 0.1% | 84 |
|
|
2017
Q2 | $643K | Hold |
3,905
| – | – | 0.12% | 74 |
|
|
2017
Q1 | $579K | Buy |
+3,905
| New | +$579K | 0.12% | 78 |
|