First Heartland Consultants’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-784
| Closed | -$294K | – | 377 |
|
|
2022
Q4 | $294K | Sell |
784
-210
| -21% | -$78.8K | 0.05% | 283 |
|
|
2022
Q3 | $337 | Buy |
994
+13
| +1% | +$4 | 0.03% | 233 |
|
|
2022
Q2 | $320K | Buy |
+981
| New | +$320K | 0.05% | 254 |
|
|
2019
Q3 | – | Sell |
-3,394
| Closed | -$456K | – | 297 |
|
|
2019
Q2 | $456K | Sell |
3,394
-111
| -3% | -$14.9K | 0.11% | 164 |
|
|
2019
Q1 | $410K | Sell |
3,505
-630
| -15% | -$73.7K | 0.11% | 164 |
|
|
2018
Q4 | $457K | Sell |
4,135
-1,150
| -22% | -$127K | 0.17% | 126 |
|
|
2018
Q3 | $701K | Sell |
5,285
-205
| -4% | -$27.2K | 0.22% | 103 |
|
|
2018
Q2 | $732K | Sell |
5,490
-735
| -12% | -$98K | 0.26% | 96 |
|
|
2018
Q1 | $877K | Sell |
6,225
-1,314
| -17% | -$185K | 0.26% | 95 |
|
|
2017
Q4 | $1.18M | Buy |
7,539
+1,008
| +15% | +$157K | 0.35% | 77 |
|
|
2017
Q3 | $1M | Buy |
6,531
+4,855
| +290% | +$746K | 0.24% | 119 |
|
|
2017
Q2 | $276K | Buy |
+1,676
| New | +$276K | 0.07% | 279 |
|
|
2016
Q3 | – | Sell |
-1,356
| Closed | -$253 | – | 329 |
|
|
2016
Q2 | $253 | Buy |
+1,356
| New | +$253 | 0.03% | 252 |
|