Geneva Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-35,856
| Closed | -$6.69M | – | 762 |
|
2016
Q2 | $6.69M | Sell |
35,856
-1,196
| -3% | -$223K | 0.13% | 104 |
|
2016
Q1 | $5.83M | Sell |
37,052
-32,717
| -47% | -$5.14M | 0.12% | 105 |
|
2015
Q4 | $13.8M | Sell |
69,769
-1,087
| -2% | -$214K | 0.26% | 80 |
|
2015
Q3 | $13.1M | Buy |
70,856
+44,482
| +169% | +$8.23M | 0.26% | 87 |
|
2015
Q2 | $5.93M | Sell |
26,374
-140
| -0.5% | -$31.5K | 0.11% | 120 |
|
2015
Q1 | $6M | Sell |
26,514
-15
| -0.1% | -$3.39K | 0.11% | 120 |
|
2014
Q4 | $5.51M | Buy |
26,529
+24,450
| +1,176% | +$5.08M | 0.1% | 118 |
|
2014
Q3 | $405K | Hold |
2,079
| – | – | 0.01% | 457 |
|
2014
Q2 | $387K | Buy |
2,079
+107
| +5% | +$19.9K | 0.01% | 475 |
|
2014
Q1 | $348K | Buy |
1,972
+4
| +0.2% | +$706 | 0.01% | 449 |
|
2013
Q4 | $318K | Buy |
+1,968
| New | +$318K | 0.01% | 394 |
|