Gofen & Glossberg’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $917K | Buy |
2,444
+26
| +1% | +$9.76K | 0.02% | 252 |
|
|
2022
Q3 | $822K | Buy |
2,418
+100
| +4% | +$34K | 0.02% | 246 |
|
|
2022
Q2 | $756K | Hold |
2,318
| – | – | 0.02% | 261 |
|
|
2022
Q1 | $710K | Sell |
2,318
-9
| -0.4% | -$2.76K | 0.02% | 283 |
|
|
2021
Q4 | $578K | Sell |
2,327
-15
| -0.6% | -$3.73K | 0.01% | 330 |
|
|
2021
Q3 | $467K | Sell |
2,342
-193
| -8% | -$38.5K | 0.01% | 359 |
|
|
2021
Q2 | $485K | Buy |
2,535
+150
| +6% | +$28.7K | 0.01% | 343 |
|
|
2021
Q1 | $465K | Buy |
2,385
+250
| +12% | +$48.7K | 0.01% | 338 |
|
|
2020
Q4 | $371K | Buy |
2,135
+24
| +1% | +$4.17K | 0.01% | 359 |
|
|
2020
Q3 | $314K | Hold |
2,111
| – | – | 0.01% | 358 |
|
|
2020
Q2 | $324K | Buy |
2,111
+85
| +4% | +$13K | 0.01% | 340 |
|
|
2020
Q1 | $274K | Hold |
2,026
| – | – | 0.01% | 346 |
|
|
2019
Q4 | $280K | Buy |
+2,026
| New | +$280K | 0.01% | 387 |
|
|
2018
Q3 | – | Sell |
-1,983
| Closed | -$265K | – | 470 |
|
|
2018
Q2 | $265K | Sell |
1,983
-20
| -1% | -$2.67K | 0.01% | 378 |
|
|
2018
Q1 | $282K | Sell |
2,003
-30
| -1% | -$4.22K | 0.01% | 376 |
|
|
2017
Q4 | $317K | Sell |
2,033
-130
| -6% | -$20.3K | 0.01% | 376 |
|
|
2017
Q3 | $332K | Buy |
2,163
+105
| +5% | +$16.1K | 0.01% | 363 |
|
|
2017
Q2 | $339K | Sell |
2,058
-175
| -8% | -$28.8K | 0.01% | 356 |
|
|
2017
Q1 | $331K | Hold |
2,233
| – | – | 0.01% | 355 |
|
|
2016
Q4 | $314K | Hold |
2,233
| – | – | 0.01% | 341 |
|
|
2016
Q3 | $372K | Sell |
2,233
-47
| -2% | -$7.83K | 0.02% | 314 |
|
|
2016
Q2 | $426K | Buy |
2,280
+170
| +8% | +$31.8K | 0.02% | 292 |
|
|
2016
Q1 | $332K | Buy |
2,110
+52
| +3% | +$8.18K | 0.01% | 327 |
|
|
2015
Q4 | $406K | Hold |
2,058
| – | – | 0.02% | 298 |
|
|
2015
Q3 | $381K | Buy |
2,058
+100
| +5% | +$18.5K | 0.02% | 297 |
|
|
2015
Q2 | $440K | Hold |
1,958
| – | – | 0.02% | 287 |
|
|
2015
Q1 | $443K | Hold |
1,958
| – | – | 0.02% | 291 |
|
|
2014
Q4 | $406K | Buy |
1,958
+18
| +0.9% | +$3.73K | 0.02% | 303 |
|
|
2014
Q3 | $378K | Hold |
1,940
| – | – | 0.02% | 304 |
|
|
2014
Q2 | $361K | Hold |
1,940
| – | – | 0.02% | 316 |
|
|
2014
Q1 | $343K | Hold |
1,940
| – | – | 0.02% | 317 |
|
|
2013
Q4 | $313K | Buy |
1,940
+600
| +45% | +$96.8K | 0.01% | 330 |
|
|
2013
Q3 | $172K | Hold |
1,340
| – | – | 0.01% | 407 |
|
|
2013
Q2 | $153K | Buy |
+1,340
| New | +$153K | 0.01% | 401 |
|