Householder Group Estate & Retirement Specialist’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-246
| Closed | -$122K | – | 923 |
|
|
2024
Q3 | $122K | Hold |
246
| – | – | 0.04% | 333 |
|
|
2024
Q2 | $144K | Hold |
246
| – | – | 0.04% | 288 |
|
|
2024
Q1 | $132K | Buy |
246
+1
| +0.4% | +$538 | 0.04% | 303 |
|
|
2023
Q4 | $113K | Hold |
245
| – | – | 0.04% | 314 |
|
|
2023
Q3 | $107K | Buy |
+245
| New | +$107K | 0.04% | 305 |
|
|
2023
Q1 | $87K | Buy |
245
+1
| +0.4% | +$355 | 0.03% | 337 |
|
|
2022
Q4 | $91K | Hold |
244
| – | – | 0.14% | 80 |
|
|
2022
Q3 | $82K | Buy |
+244
| New | +$82K | 0.03% | 299 |
|