Icon Wealth Partners’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $142K | Hold |
327
| – | – | 0.02% | 328 |
|
|
2023
Q2 | $140K | Sell |
327
-19
| -5% | -$8.12K | 0.01% | 358 |
|
|
2023
Q1 | $123K | Buy |
+346
| New | +$123K | 0.01% | 374 |
|
|
2019
Q2 | – | Sell |
-506
| Closed | -$59K | – | 529 |
|
|
2019
Q1 | $59K | Buy |
+506
| New | +$59K | 0.02% | 319 |
|
|
2018
Q4 | – | Sell |
-956
| Closed | -$127K | – | 240 |
|
|
2018
Q3 | $127K | Buy |
956
+460
| +93% | +$61.1K | 0.05% | 228 |
|
|
2018
Q2 | $66K | Buy |
+496
| New | +$66K | 0.03% | 317 |
|
|
2018
Q1 | – | Sell |
-712
| Closed | -$111K | – | 543 |
|
|
2017
Q4 | $111K | Buy |
+712
| New | +$111K | 0.06% | 256 |
|