Geneva Partners’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,390
| Closed | -$4.9M | – | 78 |
|
|
2024
Q2 | $4.9M | Sell |
8,390
-180
| -2% | -$105K | 2.02% | 20 |
|
|
2024
Q1 | $4.6M | Buy |
8,570
+10
| +0.1% | +$5.37K | 2.03% | 20 |
|
|
2023
Q4 | $3.96M | Sell |
8,560
-1,890
| -18% | -$875K | 2.2% | 17 |
|
|
2023
Q3 | $4.54M | Buy |
10,450
+7,187
| +220% | +$3.13M | 3.02% | 14 |
|
|
2023
Q2 | $1.39M | Buy |
+3,263
| New | +$1.39M | 0.91% | 35 |
|
|
2023
Q1 | – | Sell |
-5,508
| Closed | -$2.07M | – | 68 |
|
|
2022
Q4 | $2.07M | Sell |
5,508
-825
| -13% | -$309K | 1.95% | 21 |
|
|
2022
Q3 | $2.15M | Buy |
+6,333
| New | +$2.15M | 2.46% | 15 |
|