GIM
Groesbeck Investment Management’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $404K | Hold |
600
| – | – | 0.57% | 55 |
|
|
2024
Q4 | $342K | Hold |
600
| – | – | 0.44% | 66 |
|
|
2024
Q3 | $297K | Hold |
600
| – | – | 0.44% | 60 |
|
|
2024
Q2 | $350K | Hold |
600
| – | – | 0.48% | 58 |
|
|
2024
Q1 | $322K | Hold |
600
| – | – | 0.34% | 82 |
|
|
2023
Q4 | $278K | Hold |
600
| – | – | 0.38% | 67 |
|
|
2023
Q3 | $261K | Hold |
600
| – | – | 0.4% | 72 |
|
|
2023
Q2 | $256K | Hold |
600
| – | – | 0.39% | 70 |
|
|
2023
Q1 | $214K | Sell |
600
-244
| -29% | -$87K | 0.32% | 82 |
|
|
2022
Q4 | $317K | Sell |
844
-791
| -48% | -$297K | 0.53% | 61 |
|
|
2022
Q3 | $533K | Hold |
1,635
| – | – | 0.88% | 42 |
|
|
2022
Q2 | $533K | Sell |
1,635
-269
| -14% | -$87.7K | 0.88% | 42 |
|
|
2022
Q1 | $583K | Hold |
1,904
| – | – | 0.65% | 58 |
|
|
2021
Q4 | $473K | Hold |
1,904
| – | – | 0.6% | 56 |
|
|
2021
Q3 | $380K | Sell |
1,904
-380
| -17% | -$75.8K | 0.44% | 83 |
|
|
2021
Q2 | $437K | Buy |
2,284
+295
| +15% | +$56.4K | 0.56% | 68 |
|
|
2021
Q1 | $388K | Sell |
1,989
-300
| -13% | -$58.5K | 0.56% | 63 |
|
|
2020
Q4 | $398K | Buy |
2,289
+18
| +0.8% | +$3.13K | 0.65% | 56 |
|
|
2020
Q3 | $338K | Hold |
2,271
| – | – | 0.63% | 60 |
|
|
2020
Q2 | $348K | Sell |
2,271
-464
| -17% | -$71.1K | 0.69% | 59 |
|
|
2020
Q1 | $370K | Sell |
2,735
-40
| -1% | -$5.41K | 0.99% | 45 |
|
|
2019
Q4 | $384K | Sell |
2,775
-335
| -11% | -$46.4K | 0.28% | 81 |
|
|
2019
Q3 | $425K | Buy |
3,110
+17
| +0.5% | +$2.32K | 0.32% | 78 |
|
|
2019
Q2 | $416K | Sell |
3,093
-17
| -0.5% | -$2.29K | 0.34% | 76 |
|
|
2019
Q1 | $364K | Buy |
3,110
+472
| +18% | +$55.2K | 0.28% | 77 |
|
|
2018
Q4 | $291K | Sell |
2,638
-660
| -20% | -$72.8K | 0.25% | 76 |
|
|
2018
Q3 | $437K | Sell |
3,298
-200
| -6% | -$26.5K | 0.3% | 73 |
|
|
2018
Q2 | $467K | Buy |
3,498
+36
| +1% | +$4.81K | 0.33% | 69 |
|
|
2018
Q1 | $488K | Buy |
3,462
+300
| +9% | +$42.3K | 0.35% | 65 |
|
|
2017
Q4 | $493K | Sell |
3,162
-489
| -13% | -$76.2K | 0.35% | 68 |
|
|
2017
Q3 | $561K | Sell |
3,651
-124
| -3% | -$19.1K | 0.4% | 59 |
|
|
2017
Q2 | $621K | Sell |
3,775
-724
| -16% | -$119K | 0.46% | 50 |
|
|
2017
Q1 | $667K | Buy |
4,499
+131
| +3% | +$19.4K | 0.5% | 50 |
|
|
2016
Q4 | $613K | Sell |
4,368
-963
| -18% | -$135K | 0.48% | 53 |
|
|
2016
Q3 | $889K | Sell |
5,331
-3,989
| -43% | -$665K | 0.66% | 36 |
|
|
2016
Q2 | $1.74M | Buy |
9,320
+1,643
| +21% | +$307K | 1.27% | 29 |
|
|
2016
Q1 | $1.21M | Sell |
7,677
-624
| -8% | -$98.1K | 0.86% | 43 |
|
|
2015
Q4 | $1.64M | Buy |
+8,301
| New | +$1.64M | 1.04% | 37 |
|