FineMark National Bank & Trust’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Buy |
652
+8
| +1% | +$5.86K | 0.02% | 302 |
|
|
2025
Q1 | $433K | Hold |
644
| – | – | 0.02% | 307 |
|
|
2024
Q4 | $367K | Hold |
644
| – | – | 0.01% | 327 |
|
|
2024
Q3 | $318K | Sell |
644
-69
| -10% | -$34.1K | 0.01% | 342 |
|
|
2024
Q2 | $416K | Buy |
713
+28
| +4% | +$16.4K | 0.02% | 300 |
|
|
2024
Q1 | $368K | Sell |
685
-25
| -4% | -$13.4K | 0.01% | 323 |
|
|
2023
Q4 | $329K | Buy |
710
+103
| +17% | +$47.7K | 0.01% | 323 |
|
|
2023
Q3 | $264K | Sell |
607
-45
| -7% | -$19.6K | 0.01% | 349 |
|
|
2023
Q2 | $279K | Buy |
+652
| New | +$279K | 0.01% | 355 |
|
|
2017
Q2 | – | Sell |
-4,855
| Closed | -$720K | – | 370 |
|
|
2017
Q1 | $720K | Sell |
4,855
-518
| -10% | -$76.8K | 0.05% | 177 |
|
|
2016
Q4 | $755K | Sell |
5,373
-1,762
| -25% | -$248K | 0.06% | 171 |
|
|
2016
Q3 | $1.19M | Sell |
7,135
-5,437
| -43% | -$907K | 0.13% | 138 |
|
|
2016
Q2 | $2.35M | Sell |
12,572
-6,547
| -34% | -$1.22M | 0.26% | 92 |
|
|
2016
Q1 | $3.01M | Sell |
19,119
-791
| -4% | -$124K | 0.35% | 76 |
|
|
2015
Q4 | $3.93M | Buy |
19,910
+2,261
| +13% | +$446K | 0.47% | 60 |
|
|
2015
Q3 | $3.27M | Buy |
17,649
+3,439
| +24% | +$636K | 0.44% | 67 |
|
|
2015
Q2 | $3.2M | Buy |
14,210
+3,959
| +39% | +$890K | 0.42% | 70 |
|
|
2015
Q1 | $2.32M | Buy |
10,251
+5,832
| +132% | +$1.32M | 0.32% | 88 |
|
|
2014
Q4 | $917K | Sell |
4,419
-210
| -5% | -$43.6K | 0.13% | 150 |
|
|
2014
Q3 | $901K | Buy |
4,629
+116
| +3% | +$22.6K | 0.14% | 146 |
|
|
2014
Q2 | $840K | Sell |
4,513
-320
| -7% | -$59.6K | 0.14% | 148 |
|
|
2014
Q1 | $853K | Buy |
4,833
+849
| +21% | +$150K | 0.16% | 140 |
|
|
2013
Q4 | $643K | Buy |
3,984
+1,353
| +51% | +$218K | 0.13% | 159 |
|
|
2013
Q3 | $338K | Buy |
2,631
+1,500
| +133% | +$193K | 0.08% | 211 |
|
|
2013
Q2 | $130K | Buy |
+1,131
| New | +$130K | 0.04% | 345 |
|