DBIA
Dumont & Blake Investment Advisors’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,200
| Closed | -$391K | – | 191 |
|
|
2022
Q2 | $391K | Hold |
1,200
| – | – | 0.13% | 145 |
|
|
2022
Q1 | $367K | Hold |
1,200
| – | – | 0.1% | 167 |
|
|
2021
Q4 | $298K | Hold |
1,200
| – | – | 0.08% | 165 |
|
|
2021
Q3 | $239K | Hold |
1,200
| – | – | 0.07% | 179 |
|
|
2021
Q2 | $229K | Hold |
1,200
| – | – | 0.07% | 189 |
|
|
2021
Q1 | $234K | Hold |
1,200
| – | – | 0.07% | 176 |
|
|
2020
Q4 | $209K | Buy |
+1,200
| New | +$209K | 0.07% | 182 |
|
|
2016
Q4 | – | Sell |
-1,300
| Closed | -$217K | – | 169 |
|
|
2016
Q3 | $217K | Hold |
1,300
| – | – | 0.11% | 147 |
|
|
2016
Q2 | $243K | Sell |
1,300
-50
| -4% | -$9.35K | 0.12% | 141 |
|
|
2016
Q1 | $212K | Hold |
1,350
| – | – | 0.11% | 141 |
|
|
2015
Q4 | $266K | Hold |
1,350
| – | – | 0.14% | 139 |
|
|
2015
Q3 | $250K | Hold |
1,350
| – | – | 0.14% | 132 |
|
|
2015
Q2 | $303K | Hold |
1,350
| – | – | 0.15% | 126 |
|
|
2015
Q1 | $305K | Hold |
1,350
| – | – | 0.15% | 124 |
|
|
2014
Q4 | $280K | Hold |
1,350
| – | – | 0.14% | 126 |
|
|
2014
Q3 | $263K | Hold |
1,350
| – | – | 0.14% | 130 |
|
|
2014
Q2 | $251K | Hold |
1,350
| – | – | 0.13% | 137 |
|
|
2014
Q1 | $238K | Hold |
1,350
| – | – | 0.12% | 132 |
|
|
2013
Q4 | $218K | Buy |
+1,350
| New | +$218K | 0.11% | 133 |
|