FCMC
Founders Capital Management (Connecticut)’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
1,742
-60
| -3% | -$44K | 0.22% | 39 |
|
|
2025
Q1 | $1.21M | Buy |
1,802
+340
| +23% | +$229K | 0.22% | 39 |
|
|
2024
Q4 | $833K | Buy |
1,462
+325
| +29% | +$185K | 0.15% | 45 |
|
|
2024
Q3 | $562K | Hold |
1,137
| – | – | 0.1% | 56 |
|
|
2024
Q2 | $664K | Buy |
1,137
+120
| +12% | +$70.1K | 0.12% | 51 |
|
|
2024
Q1 | $546K | Hold |
1,017
| – | – | 0.1% | 57 |
|
|
2023
Q4 | $471K | Hold |
1,017
| – | – | 0.1% | 57 |
|
|
2023
Q3 | $442K | Hold |
1,017
| – | – | 0.1% | 56 |
|
|
2023
Q2 | $435K | Hold |
1,017
| – | – | 0.1% | 56 |
|
|
2023
Q1 | $362K | Hold |
1,017
| – | – | 0.09% | 58 |
|
|
2022
Q4 | $381K | Hold |
1,017
| – | – | 0.1% | 58 |
|
|
2022
Q3 | $346K | Hold |
1,017
| – | – | 0.1% | 58 |
|
|
2022
Q2 | $332K | Hold |
1,017
| – | – | 0.09% | 59 |
|
|
2022
Q1 | $311K | Buy |
+1,017
| New | +$311K | 0.07% | 61 |
|
|
2021
Q2 | – | Sell |
-1,545
| Closed | -$301K | – | 75 |
|
|
2021
Q1 | $301K | Buy |
+1,545
| New | +$301K | 0.08% | 65 |
|
|
2018
Q4 | – | Sell |
-54,649
| Closed | -$7.48M | – | 56 |
|
|
2018
Q3 | $7.48M | Buy |
54,649
+193
| +0.4% | +$26.4K | 3.05% | 13 |
|
|
2018
Q2 | $7.26M | Buy |
54,456
+6,548
| +14% | +$873K | 3.31% | 13 |
|
|
2018
Q1 | $6.7M | Buy |
47,908
+7,699
| +19% | +$1.08M | 3.08% | 15 |
|
|
2017
Q4 | $6.27M | Buy |
40,209
+617
| +2% | +$96.2K | 2.78% | 17 |
|
|
2017
Q3 | $6.08M | Buy |
39,592
+2,240
| +6% | +$344K | 2.89% | 17 |
|
|
2017
Q2 | $6.42M | Hold |
37,352
| – | – | 3.21% | 14 |
|
|
2017
Q1 | $5.54M | Buy |
37,352
+35,302
| +1,722% | +$5.23M | 2.83% | 19 |
|
|
2016
Q4 | $288K | Buy |
+2,050
| New | +$288K | 0.16% | 45 |
|