ITP
Iron Triangle Partners’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-92,125
| Closed | -$53.8M | – | 33 |
|
|
2024
Q2 | $53.8M | Buy |
92,125
+54,706
| +146% | +$32M | 5.47% | 6 |
|
|
2024
Q1 | $20.1M | Sell |
37,419
-42,581
| -53% | -$22.9M | 2.06% | 24 |
|
|
2023
Q4 | $37M | Buy |
80,000
+10,000
| +14% | +$4.63M | 4.79% | 8 |
|
|
2023
Q3 | $30.4M | Buy |
+70,000
| New | +$30.4M | 4.45% | 11 |
|
|
2020
Q3 | – | Sell |
-85,000
| Closed | -$13M | – | 28 |
|
|
2020
Q2 | $13M | Buy |
85,000
+20,000
| +31% | +$3.07M | 3.28% | 15 |
|
|
2020
Q1 | $8.79M | Sell |
65,000
-35,000
| -35% | -$4.73M | 3.4% | 14 |
|
|
2019
Q4 | $13.8M | Buy |
+100,000
| New | +$13.8M | 3.67% | 12 |
|