Godshalk Welsh Capital Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,450
| Closed | -$226K | – | 113 |
|
|
2017
Q4 | $226K | Hold |
1,450
| – | – | 0.23% | 111 |
|
|
2017
Q3 | $223K | Hold |
1,450
| – | – | 0.22% | 120 |
|
|
2017
Q2 | $239K | Sell |
1,450
-100
| -6% | -$16.5K | 0.24% | 118 |
|
|
2017
Q1 | $230K | Sell |
1,550
-150
| -9% | -$22.3K | 0.23% | 121 |
|
|
2016
Q4 | $239K | Sell |
1,700
-1,175
| -41% | -$165K | 0.24% | 118 |
|
|
2016
Q3 | $479K | Buy |
2,875
+28
| +1% | +$4.67K | 0.49% | 79 |
|
|
2016
Q2 | $531K | Sell |
2,847
-400
| -12% | -$74.6K | 0.56% | 71 |
|
|
2016
Q1 | $511K | Hold |
3,247
| – | – | 0.53% | 77 |
|
|
2015
Q4 | $640K | Hold |
3,247
| – | – | 0.67% | 55 |
|
|
2015
Q3 | $601K | Hold |
3,247
| – | – | 0.66% | 60 |
|
|
2015
Q2 | $730K | Sell |
3,247
-275
| -8% | -$61.8K | 0.74% | 55 |
|
|
2015
Q1 | $797K | Sell |
3,522
-150
| -4% | -$33.9K | 0.82% | 46 |
|
|
2014
Q4 | $762K | Buy |
+3,672
| New | +$762K | 0.69% | 51 |
|