First Personal Financial Services’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $630K | Sell |
1,274
-69
| -5% | -$38.4K | 0.13% | 83 |
|
|
2024
Q2 | $784K | Sell |
1,343
-171
| -11% | -$95.2K | 0.18% | 74 |
|
|
2024
Q1 | $813K | Buy |
1,514
+23
| +2% | +$11.7K | 0.19% | 69 |
|
|
2023
Q4 | $690K | Sell |
1,491
-15
| -1% | -$6.82K | 0.17% | 71 |
|
|
2023
Q3 | $655K | Hold |
1,506
| – | – | 0.17% | 71 |
|
|
2023
Q2 | $644K | Hold |
1,506
| – | – | 0.16% | 73 |
|
|
2023
Q1 | $536K | Sell |
1,506
-98
| -6% | -$35.4K | 0.14% | 76 |
|
|
2022
Q4 | $602K | Hold |
1,604
| – | – | 0.16% | 75 |
|
|
2022
Q3 | $545K | Sell |
1,604
-50
| -3% | -$17.4K | 0.16% | 75 |
|
|
2022
Q2 | $540K | Sell |
1,654
-265
| -14% | -$84.8K | 0.15% | 75 |
|
|
2022
Q1 | $587K | Sell |
1,919
-71
| -4% | -$19.3K | 0.14% | 79 |
|
|
2021
Q4 | $495K | Hold |
1,990
| – | – | 0.11% | 83 |
|
|
2021
Q3 | $397K | Hold |
1,990
| – | – | 0.1% | 90 |
|
|
2021
Q2 | $381K | Hold |
1,990
| – | – | 0.1% | 93 |
|
|
2021
Q1 | $388K | Sell |
1,990
-100
| -5% | -$18.3K | 0.11% | 88 |
|
|
2020
Q4 | $363K | Sell |
2,090
-95
| -4% | -$15.8K | 0.1% | 91 |
|
|
2020
Q3 | $325K | Hold |
2,185
| – | – | 0.1% | 91 |
|
|
2020
Q2 | $335K | Sell |
2,185
-18
| -0.8% | -$2.6K | 0.11% | 89 |
|
|
2020
Q1 | $298K | Sell |
2,203
-119
| -5% | -$17.4K | 0.12% | 89 |
|
|
2019
Q4 | $321K | Sell |
2,322
-284
| -11% | -$40.1K | 0.1% | 100 |
|
|
2019
Q3 | $356K | Sell |
2,606
-12
| -0.5% | -$1.7K | 0.11% | 99 |
|
|
2019
Q2 | $352K | Sell |
2,618
-115
| -4% | -$14.3K | 0.1% | 133 |
|
|
2019
Q1 | $320K | Sell |
2,733
-122
| -4% | -$15.1K | 0.1% | 134 |
|
|
2018
Q4 | $315K | Sell |
2,855
-576
| -17% | -$71.8K | 0.11% | 131 |
|
|
2018
Q3 | $455K | Sell |
3,431
-201
| -6% | -$26.2K | 0.14% | 120 |
|
|
2018
Q2 | $485K | Sell |
3,632
-711
| -16% | -$104K | 0.16% | 121 |
|
|
2018
Q1 | $612K | Sell |
4,343
-664
| -13% | -$103K | 0.13% | 134 |
|
|
2017
Q4 | $781K | Sell |
5,007
-1,039
| -17% | -$154K | 0.15% | 118 |
|
|
2017
Q3 | $929K | Buy |
6,046
+738
| +14% | +$115K | 0.2% | 104 |
|
|
2017
Q2 | $873K | Sell |
5,308
-610
| -10% | -$92.5K | 0.19% | 106 |
|
|
2017
Q1 | $877K | Sell |
5,918
-263
| -4% | -$38.5K | 0.21% | 98 |
|
|
2016
Q4 | $868K | Buy |
6,181
+1,643
| +36% | +$242K | 0.23% | 93 |
|
|
2016
Q3 | $757K | Buy |
4,538
+77
| +2% | +$14.4K | 0.22% | 95 |
|
|
2016
Q2 | $833K | Buy |
4,461
+69
| +2% | +$12.1K | 0.28% | 83 |
|
|
2016
Q1 | $691K | Sell |
4,392
-190
| -4% | -$30.7K | 0.34% | 69 |
|
|
2015
Q4 | $904K | Sell |
4,582
-129
| -3% | -$24.4K | 0.51% | 62 |
|
|
2015
Q3 | $872K | Sell |
4,711
-160
| -3% | -$33.9K | 0.52% | 61 |
|
|
2015
Q2 | $1.1M | Sell |
4,871
-550
| -10% | -$127K | 0.66% | 54 |
|
|
2015
Q1 | $1.23M | Sell |
5,421
-124
| -2% | -$27.5K | 0.74% | 51 |
|
|
2014
Q4 | $1.15M | Buy |
+5,545
| New | +$1.13M | 0.67% | 55 |
|
Other funds holding MCK
First Personal Financial Services's MCK Position: Q3 2024 in Review
First Personal Financial Services reduced its McKesson (MCK) stake by 5.1% in Q3 2024, selling an estimated $38.4K and leaving 1,274 shares worth $630K. The position accounts for 0.13% of the portfolio, ranked #83.
First Personal Financial Services first reported a position in MCK in Q4 2014 and has held it in 40 quarters since. The position peaked at $1.23M in Q1 2015. 1,544 funds tracked by Wall St. Rank hold MCK as of Q3 2024.
- First Personal Financial Services held 1,274 shares of McKesson worth $630K as of Q3 2024.
- First Personal Financial Services sold 69 McKesson shares in Q3 2024, an estimated $38.4K.
- McKesson made up 0.13% of First Personal Financial Services's portfolio in Q3 2024, its #83 holding.
- First Personal Financial Services first reported a position in McKesson in Q4 2014 and has held it in 40 quarters since.
- First Personal Financial Services's McKesson position peaked at $1.23M in Q1 2015.
- 1,544 funds tracked by Wall St. Rank held McKesson as of Q3 2024.
Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.