Focused Wealth Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-750
| Closed | -$186K | – | 1001 |
|
|
2021
Q4 | $186K | Hold |
750
| – | – | 0.03% | 177 |
|
|
2021
Q3 | $150K | Hold |
750
| – | – | 0.02% | 211 |
|
|
2021
Q2 | $143K | Buy |
750
+25
| +3% | +$4.77K | 0.02% | 232 |
|
|
2021
Q1 | $141K | Hold |
725
| – | – | 0.03% | 219 |
|
|
2020
Q4 | $126K | Hold |
725
| – | – | 0.02% | 218 |
|
|
2020
Q3 | $108K | Hold |
725
| – | – | 0.02% | 233 |
|
|
2020
Q2 | $111K | Buy |
+725
| New | +$111K | 0.03% | 211 |
|
|
2019
Q2 | – | Sell |
-50
| Closed | -$6K | – | 738 |
|
|
2019
Q1 | $6K | Sell |
50
-1,150
| -96% | -$138K | ﹤0.01% | 513 |
|
|
2018
Q4 | $133K | Hold |
1,200
| – | – | 0.05% | 187 |
|
|
2018
Q3 | $159K | Hold |
1,200
| – | – | 0.05% | 174 |
|
|
2018
Q2 | $160K | Hold |
1,200
| – | – | 0.06% | 181 |
|
|
2018
Q1 | $169K | Hold |
1,200
| – | – | 0.05% | 185 |
|
|
2017
Q4 | $187K | Buy |
1,200
+1,040
| +650% | +$162K | 0.06% | 164 |
|
|
2017
Q3 | $25K | Buy |
160
+110
| +220% | +$17.2K | 0.01% | 314 |
|
|
2017
Q2 | $8K | Hold |
50
| – | – | ﹤0.01% | 496 |
|
|
2017
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 497 |
|
|
2016
Q4 | $7K | Hold |
50
| – | – | ﹤0.01% | 502 |
|
|
2016
Q3 | $8K | Hold |
50
| – | – | ﹤0.01% | 466 |
|
|
2016
Q2 | $9K | Hold |
50
| – | – | ﹤0.01% | 451 |
|
|
2016
Q1 | $8K | Hold |
50
| – | – | ﹤0.01% | 425 |
|
|
2015
Q4 | $10K | Hold |
50
| – | – | 0.01% | 406 |
|
|
2015
Q3 | $9K | Hold |
50
| – | – | 0.01% | 409 |
|
|
2015
Q2 | $11K | Hold |
50
| – | – | 0.01% | 392 |
|
|
2015
Q1 | $11K | Hold |
50
| – | – | 0.01% | 410 |
|
|
2014
Q4 | $10K | Hold |
50
| – | – | 0.01% | 420 |
|
|
2014
Q3 | $10K | Hold |
50
| – | – | 0.01% | 423 |
|
|
2014
Q2 | $9K | Hold |
50
| – | – | 0.01% | 434 |
|
|
2014
Q1 | $9K | Hold |
50
| – | – | 0.01% | 408 |
|
|
2013
Q4 | $8K | Hold |
50
| – | – | 0.01% | 420 |
|
|
2013
Q3 | $6K | Buy |
+50
| New | +$6K | 0.01% | 431 |
|