J.P. Morgan Private Wealth Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $59.6M | Buy |
+136,945
| New | +$59.6M | 0.17% | 137 |
|
|
2023
Q2 | – | Sell |
-204,194
| Closed | -$72.7M | – | 1726 |
|
|
2023
Q1 | $72.7M | Sell |
204,194
-89,145
| -30% | -$31.7M | 0.15% | 142 |
|
|
2022
Q4 | $110M | Sell |
293,339
-3,670
| -1% | -$1.38M | 0.25% | 100 |
|
|
2022
Q3 | $101M | Buy |
297,009
+170,299
| +134% | +$57.9M | 0.26% | 92 |
|
|
2022
Q2 | $41.3M | Buy |
126,710
+66,899
| +112% | +$21.8M | 0.11% | 196 |
|
|
2022
Q1 | $18.3M | Buy |
59,811
+4,132
| +7% | +$1.26M | 0.04% | 340 |
|
|
2021
Q4 | $13.8M | Buy |
55,679
+532
| +1% | +$132K | 0.03% | 377 |
|
|
2021
Q3 | $11M | Buy |
55,147
+959
| +2% | +$191K | 0.03% | 407 |
|
|
2021
Q2 | $10.4M | Buy |
54,188
+8,479
| +19% | +$1.62M | 0.03% | 409 |
|
|
2021
Q1 | $8.92M | Buy |
45,709
+2,328
| +5% | +$454K | 0.03% | 389 |
|
|
2020
Q4 | $7.55M | Buy |
43,381
+17,290
| +66% | +$3.01M | 0.02% | 401 |
|
|
2020
Q3 | $3.89M | Sell |
26,091
-756
| -3% | -$113K | 0.02% | 489 |
|
|
2020
Q2 | $4.12M | Sell |
26,847
-1,385
| -5% | -$212K | 0.02% | 402 |
|
|
2020
Q1 | $3.82M | Sell |
28,232
-5,408
| -16% | -$732K | 0.02% | 406 |
|
|
2019
Q4 | $4.65M | Sell |
33,640
-13,585
| -29% | -$1.88M | 0.02% | 438 |
|
|
2019
Q3 | $6.45M | Sell |
47,225
-24,821
| -34% | -$3.39M | 0.03% | 358 |
|
|
2019
Q2 | $9.68M | Buy |
72,046
+38,384
| +114% | +$5.16M | 0.05% | 285 |
|
|
2019
Q1 | $3.94M | Buy |
33,662
+503
| +2% | +$58.9K | 0.02% | 455 |
|
|
2018
Q4 | $3.66M | Sell |
33,159
-24,937
| -43% | -$2.75M | 0.02% | 426 |
|
|
2018
Q3 | $7.71M | Sell |
58,096
-3,773
| -6% | -$500K | 0.04% | 349 |
|
|
2018
Q2 | $8.25M | Sell |
61,869
-1,862
| -3% | -$248K | 0.05% | 305 |
|
|
2018
Q1 | $8.98M | Sell |
63,731
-8,647
| -12% | -$1.22M | 0.06% | 253 |
|
|
2017
Q4 | $11.3M | Sell |
72,378
-1,392
| -2% | -$217K | 0.07% | 225 |
|
|
2017
Q3 | $11.3M | Buy |
73,770
+4,183
| +6% | +$643K | 0.08% | 207 |
|
|
2017
Q2 | $11.5M | Buy |
69,587
+5,485
| +9% | +$903K | 0.09% | 196 |
|
|
2017
Q1 | $9.5M | Buy |
64,102
+3,010
| +5% | +$446K | 0.07% | 219 |
|
|
2016
Q4 | $8.58M | Sell |
61,092
-7,508
| -11% | -$1.05M | 0.07% | 209 |
|
|
2016
Q3 | $11.4M | Buy |
68,600
+6,025
| +10% | +$1M | 0.11% | 180 |
|
|
2016
Q2 | $11.7M | Buy |
62,575
+25,599
| +69% | +$4.78M | 0.11% | 168 |
|
|
2016
Q1 | $5.82M | Buy |
36,976
+13,242
| +56% | +$2.08M | 0.06% | 234 |
|
|
2015
Q4 | $4.68M | Buy |
23,734
+4,583
| +24% | +$904K | 0.05% | 241 |
|
|
2015
Q3 | $3.54M | Sell |
19,151
-934
| -5% | -$173K | 0.04% | 261 |
|
|
2015
Q2 | $4.52M | Buy |
20,085
+252
| +1% | +$56.6K | 0.05% | 252 |
|
|
2015
Q1 | $4.49M | Buy |
19,833
+1,551
| +8% | +$351K | 0.05% | 256 |
|
|
2014
Q4 | $3.8M | Buy |
18,282
+545
| +3% | +$113K | 0.05% | 279 |
|
|
2014
Q3 | $3.45M | Buy |
17,737
+3,890
| +28% | +$757K | 0.04% | 289 |
|
|
2014
Q2 | $2.58M | Sell |
13,847
-29
| -0.2% | -$5.4K | 0.04% | 261 |
|
|
2014
Q1 | $2.45M | Buy |
13,876
+3,641
| +36% | +$643K | 0.04% | 262 |
|
|
2013
Q4 | $1.65M | Buy |
10,235
+2,759
| +37% | +$445K | 0.03% | 277 |
|
|
2013
Q3 | $959K | Buy |
7,476
+1,007
| +16% | +$129K | 0.02% | 338 |
|
|
2013
Q2 | $741K | Buy |
+6,469
| New | +$741K | 0.02% | 359 |
|