J. Safra Asset Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $260K | Buy |
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|
2025
Q2 | $202K | Sell |
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|
2025
Q1 | $220K | Sell |
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|
2024
Q4 | $203K | Buy |
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|
2024
Q3 | $104K | Buy |
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|
2024
Q2 | $124K | Hold |
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|
2024
Q1 | $114K | Sell |
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|
2023
Q4 | $126K | Hold |
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|
2023
Q3 | $119K | Hold |
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|
2023
Q2 | $117K | Hold |
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|
2023
Q1 | $97.2K | Hold |
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|
2022
Q4 | $102K | Buy |
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|
2022
Q3 | $0 | Buy |
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|
2022
Q2 | $0 | Buy |
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|
2022
Q1 | $0 | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $24K | Hold |
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|
2016
Q2 | $27K | Sell |
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|
2016
Q1 | $463K | Sell |
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|
2015
Q4 | $2.27M | Buy |
|