Glassman Wealth 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
Q1 | – | Sell |
-225
| Closed | -$104K | – | 1132 |
|
|
2023
Q4 | $104K | Sell |
225
-15
| -6% | -$6.82K | 0.01% | 289 |
|
|
2023
Q3 | $104K | Sell |
240
-10
| -4% | -$4.21K | 0.02% | 269 |
|
|
2023
Q2 | $107K | Buy |
250
+8
| +3% | +$3.08K | 0.02% | 254 |
|
|
2023
Q1 | $86.2K | Sell |
242
-4
| -2% | -$1.45K | 0.02% | 285 |
|
|
2022
Q4 | $92.3K | Sell |
246
-1
| -0.4% | -$373 | 0.02% | 282 |
|
|
2022
Q3 | $84K | Buy |
247
+12
| +5% | +$4.17K | 0.02% | 275 |
|
|
2022
Q2 | $77K | Buy |
235
+12
| +5% | +$3.84K | 0.02% | 304 |
|
|
2022
Q1 | $68K | Buy |
223
+12
| +6% | +$3.26K | 0.01% | 334 |
|
|
2021
Q4 | $52K | Buy |
211
+39
| +23% | +$8.56K | 0.01% | 365 |
|
|
2021
Q3 | $34K | Buy |
172
+15
| +10% | +$3K | 0.01% | 443 |
|
|
2021
Q2 | $30K | Buy |
157
+12
| +8% | +$2.32K | 0.01% | 455 |
|
|
2021
Q1 | $28K | Sell |
145
-252
| -63% | -$46K | 0.01% | 439 |
|
|
2020
Q4 | $69K | Buy |
397
+91
| +30% | +$15.2K | 0.02% | 291 |
|
|
2020
Q3 | $46K | Buy |
306
+244
| +394% | +$37K | 0.01% | 308 |
|
|
2020
Q2 | $10K | Buy |
62
+3
| +5% | +$433 | ﹤0.01% | 495 |
|
|
2020
Q1 | $8K | Buy |
59
+16
| +37% | +$2.34K | ﹤0.01% | 459 |
|
|
2019
Q4 | $6K | Buy |
43
+3
| +8% | +$424 | ﹤0.01% | 556 |
|
|
2019
Q3 | $5K | Sell |
40
-24
| -38% | -$3.4K | ﹤0.01% | 536 |
|
|
2019
Q2 | $9K | Buy |
64
+5
| +8% | +$623 | ﹤0.01% | 478 |
|
|
2019
Q1 | $7K | Buy |
59
+29
| +97% | +$3.58K | ﹤0.01% | 497 |
|
|
2018
Q4 | $3K | Buy |
30
+3
| +11% | +$374 | ﹤0.01% | 497 |
|
|
2018
Q3 | $4K | Sell |
27
-12
| -31% | -$1.56K | ﹤0.01% | 500 |
|
|
2018
Q2 | $5K | Hold |
39
| – | – | ﹤0.01% | 439 |
|
|
2018
Q1 | $5K | Sell |
39
-50
| -56% | -$7.79K | ﹤0.01% | 426 |
|
|
2017
Q4 | $14K | Buy |
89
+12
| +16% | +$1.78K | 0.01% | 296 |
|
|
2017
Q3 | $12K | Hold |
77
| – | – | 0.01% | 280 |
|
|
2017
Q2 | $13K | Sell |
77
-25
| -25% | -$3.79K | 0.01% | 278 |
|
|
2017
Q1 | $15K | Hold |
102
| – | – | 0.01% | 295 |
|
|
2016
Q4 | $14K | Buy |
102
+69
| +209% | +$10.2K | 0.01% | 313 |
|
|
2016
Q3 | $6K | Sell |
33
-69
| -68% | -$12.9K | 0.01% | 348 |
|
|
2016
Q2 | $19K | Hold |
102
| – | – | 0.02% | 224 |
|
|
2016
Q1 | $16K | Buy |
102
+75
| +278% | +$12.1K | 0.01% | 245 |
|
|
2015
Q4 | $5K | Hold |
27
| – | – | ﹤0.01% | 370 |
|
|
2015
Q3 | $5K | Hold |
27
| – | – | ﹤0.01% | 365 |
|
|
2015
Q2 | $6K | Hold |
27
| – | – | ﹤0.01% | 370 |
|
|
2015
Q1 | $6K | Hold |
27
| – | – | ﹤0.01% | 377 |
|
|
2014
Q4 | $6K | Buy |
+27
| New | +$5.49K | ﹤0.01% | 415 |
|
Other funds holding MCK
Glassman Wealth Services's MCK Position: Q1 2024 in Review
Glassman Wealth Services sold out of McKesson (MCK) in Q1 2024, closing a stake of 225 shares — an estimated $104K sold.
Glassman Wealth Services first reported a position in MCK in Q4 2014 and held it in 37 quarters. The position peaked at $107K in Q2 2023. 1,563 funds tracked by Wall St. Rank hold MCK as of Q1 2024.
- Glassman Wealth Services reported no remaining McKesson position as of Q1 2024 after selling out during the quarter.
- Glassman Wealth Services sold 225 McKesson shares in Q1 2024, an estimated $104K.
- Glassman Wealth Services first reported a position in McKesson in Q4 2014 and held it in 37 quarters.
- Glassman Wealth Services's McKesson position peaked at $107K in Q2 2023.
- 1,563 funds tracked by Wall St. Rank held McKesson as of Q1 2024.
Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.