FinTrust Capital Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $364K | Hold |
736
| – | – | 0.06% | 215 |
|
|
2024
Q2 | $430K | Buy |
736
+33
| +5% | +$19.3K | 0.08% | 183 |
|
|
2024
Q1 | $377K | Hold |
703
| – | – | 0.07% | 199 |
|
|
2023
Q4 | $325K | Buy |
703
+116
| +20% | +$53.7K | 0.06% | 213 |
|
|
2023
Q3 | $255K | Sell |
587
-2
| -0.3% | -$870 | 0.06% | 230 |
|
|
2023
Q2 | $221K | Hold |
589
| – | – | 0.05% | 251 |
|
|
2023
Q1 | $221K | Hold |
589
| – | – | 0.05% | 249 |
|
|
2022
Q4 | $221K | Hold |
589
| – | – | 0.05% | 250 |
|
|
2022
Q3 | $213K | Buy |
589
+19
| +3% | +$6.87K | 0.05% | 256 |
|
|
2022
Q2 | $188K | Sell |
570
-80
| -12% | -$26.4K | 0.05% | 273 |
|
|
2022
Q1 | $198K | Hold |
650
| – | – | 0.05% | 292 |
|
|
2021
Q4 | $162K | Hold |
650
| – | – | 0.04% | 318 |
|
|
2021
Q3 | $130K | Sell |
650
-100
| -13% | -$20K | 0.03% | 355 |
|
|
2021
Q2 | $143K | Hold |
750
| – | – | 0.04% | 335 |
|
|
2021
Q1 | $146K | Hold |
750
| – | – | 0.04% | 327 |
|
|
2020
Q4 | $130K | Sell |
750
-189
| -20% | -$32.8K | 0.04% | 328 |
|
|
2020
Q3 | $140 | Hold |
939
| – | – | 0.03% | 298 |
|
|
2020
Q2 | $144K | Sell |
939
-210
| -18% | -$32.2K | 0.06% | 266 |
|
|
2020
Q1 | $155K | Hold |
1,149
| – | – | 0.08% | 220 |
|
|
2019
Q4 | $159K | Hold |
1,149
| – | – | 0.06% | 248 |
|
|
2019
Q3 | $157K | Buy |
1,149
+47
| +4% | +$6.42K | 0.05% | 248 |
|
|
2019
Q2 | $148K | Sell |
1,102
-61
| -5% | -$8.19K | 0.06% | 237 |
|
|
2019
Q1 | $136K | Sell |
1,163
-27
| -2% | -$3.16K | 0.06% | 238 |
|
|
2018
Q4 | $132K | Buy |
+1,190
| New | +$132K | 0.07% | 229 |
|