GW & Wade’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.64M | Buy |
5,704
+733
| +15% | +$339K | 0.09% | 147 |
|
|
2023
Q3 | $2.16M | Sell |
4,971
-2,114
| -30% | -$919K | 0.08% | 151 |
|
|
2023
Q2 | $3.03M | Buy |
7,085
+5,844
| +471% | +$2.5M | 0.11% | 127 |
|
|
2023
Q1 | $442K | Sell |
1,241
-7
| -0.6% | -$2.49K | 0.02% | 278 |
|
|
2022
Q4 | $468K | Sell |
1,248
-83
| -6% | -$31.1K | 0.02% | 267 |
|
|
2022
Q3 | $452K | Sell |
1,331
-14,371
| -92% | -$4.88M | 0.02% | 256 |
|
|
2022
Q2 | $5.12M | Buy |
15,702
+12,999
| +481% | +$4.24M | 0.23% | 79 |
|
|
2022
Q1 | $827K | Hold |
2,703
| – | – | 0.04% | 200 |
|
|
2021
Q4 | $672K | Buy |
2,703
+1,146
| +74% | +$285K | 0.03% | 221 |
|
|
2021
Q3 | $310K | Buy |
1,557
+249
| +19% | +$49.6K | 0.01% | 303 |
|
|
2021
Q2 | $250K | Sell |
1,308
-5
| -0.4% | -$956 | 0.01% | 343 |
|
|
2021
Q1 | $256K | Hold |
1,313
| – | – | 0.01% | 303 |
|
|
2020
Q4 | $228K | Buy |
+1,313
| New | +$228K | 0.01% | 283 |
|
|
2016
Q3 | – | Sell |
-12,986
| Closed | -$2.42M | – | 240 |
|
|
2016
Q2 | $2.42M | Buy |
12,986
+11,061
| +575% | +$2.06M | 0.42% | 55 |
|
|
2016
Q1 | $303K | Buy |
1,925
+52
| +3% | +$8.19K | 0.06% | 165 |
|
|
2015
Q4 | $369K | Buy |
1,873
+33
| +2% | +$6.5K | 0.08% | 142 |
|
|
2015
Q3 | $340K | Sell |
1,840
-1,620
| -47% | -$299K | 0.08% | 144 |
|
|
2015
Q2 | $778K | Sell |
3,460
-7
| -0.2% | -$1.57K | 0.15% | 104 |
|
|
2015
Q1 | $784K | Buy |
+3,467
| New | +$784K | 0.15% | 103 |
|