Financial Gravity Asset Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-5
| Closed | -$3.87K | – | 867 |
|
|
2025
Q3 | $3.87K | Buy |
+5
| New | +$3.52K | ﹤0.01% | 712 |
|
|
2024
Q2 | – | Sell |
-11
| Closed | -$5.68K | – | 2092 |
|
|
2024
Q1 | $5.68K | Buy |
11
+9
| +450% | +$4.57K | ﹤0.01% | 836 |
|
|
2023
Q4 | $1.54K | Buy |
2
+1
| +100% | +$455 | ﹤0.01% | 1009 |
|
|
2023
Q3 | $783 | Sell |
1
-426
| -100% | -$180K | ﹤0.01% | 780 |
|
|
2023
Q2 | $11.5K | Buy |
427
+71
| +20% | +$27.3K | 0.03% | 290 |
|
|
2023
Q1 | $2.78K | Sell |
356
-19
| -5% | -$6.86K | 0.09% | 247 |
|
|
2022
Q4 | $10.1K | Sell |
375
-8,805
| -96% | -$3.28M | 0.05% | 251 |
|
|
2022
Q3 | $2.69K | Sell |
9,180
-274
| -3% | -$95.1K | 0.09% | 225 |
|
|
2022
Q2 | $3.06K | Buy |
9,454
+886
| +10% | +$283K | 0.1% | 213 |
|
|
2022
Q1 | $3.58K | Buy |
8,568
+102
| +1% | +$27.7K | 0.1% | 178 |
|
|
2021
Q4 | $14.3K | Buy |
8,466
+8,391
| +11,188% | +$1.84M | 0.32% | 71 |
|
|
2021
Q3 | $199K | Buy |
75
+28
| +60% | +$5.6K | 0.09% | 182 |
|
|
2021
Q2 | $191K | Sell |
47
-24
| -34% | -$4.64K | 0.07% | 196 |
|
|
2021
Q1 | $13.9K | Buy |
71
+38
| +115% | +$6.94K | 0.29% | 41 |
|
|
2020
Q4 | $6K | Buy |
+33
| New | +$5.5K | 0.01% | 223 |
|
|
2020
Q2 | – | Sell |
-166
| Closed | -$15.8K | – | 526 |
|
|
2020
Q1 | $15.8K | Buy |
166
+20
| +14% | +$2.93K | 0.05% | 148 |
|
|
2019
Q4 | $158K | Sell |
146
-262
| -64% | -$37K | 0.11% | 166 |
|
|
2019
Q3 | $56K | Sell |
408
-39
| -9% | -$5.53K | 0.05% | 277 |
|
|
2019
Q2 | $60K | Buy |
447
+333
| +292% | +$41.5K | 0.05% | 297 |
|
|
2019
Q1 | $14K | Buy |
+114
| New | +$14.1K | 0.01% | 495 |
|
|
2018
Q3 | – | Sell |
-367
| Closed | -$45K | – | 1527 |
|
|
2018
Q2 | $45K | Sell |
367
-271
| -42% | -$39.6K | 0.04% | 354 |
|
|
2018
Q1 | $98K | Buy |
+638
| New | +$99.4K | 0.1% | 189 |
|