JFS Wealth Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-14
| Closed | -$5K | – | 1978 |
|
|
2022
Q3 | $5K | Sell |
14
-89
| -86% | -$31.8K | ﹤0.01% | 987 |
|
|
2022
Q2 | $34K | Sell |
103
-27
| -21% | -$8.91K | ﹤0.01% | 474 |
|
|
2022
Q1 | $40K | Sell |
130
-97
| -43% | -$29.8K | ﹤0.01% | 471 |
|
|
2021
Q4 | $56K | Hold |
227
| – | – | 0.01% | 403 |
|
|
2021
Q3 | $45K | Hold |
227
| – | – | ﹤0.01% | 431 |
|
|
2021
Q2 | $43K | Buy |
227
+18
| +9% | +$3.41K | 0.01% | 287 |
|
|
2021
Q1 | $41K | Hold |
209
| – | – | 0.01% | 267 |
|
|
2020
Q4 | $36K | Sell |
209
-90
| -30% | -$15.5K | 0.01% | 272 |
|
|
2020
Q3 | $45K | Hold |
299
| – | – | 0.01% | 248 |
|
|
2020
Q2 | $46K | Hold |
299
| – | – | 0.01% | 236 |
|
|
2020
Q1 | $40K | Sell |
299
-59
| -16% | -$7.89K | 0.01% | 233 |
|
|
2019
Q4 | $50K | Hold |
358
| – | – | 0.01% | 241 |
|
|
2019
Q3 | $49K | Hold |
358
| – | – | 0.01% | 235 |
|
|
2019
Q2 | $48K | Buy |
358
+33
| +10% | +$4.43K | 0.01% | 243 |
|
|
2019
Q1 | $38K | Buy |
325
+33
| +11% | +$3.86K | 0.01% | 244 |
|
|
2018
Q4 | $32K | Hold |
292
| – | – | 0.01% | 253 |
|
|
2018
Q3 | $39K | Buy |
292
+31
| +12% | +$4.14K | 0.01% | 262 |
|
|
2018
Q2 | $35K | Hold |
261
| – | – | 0.01% | 268 |
|
|
2018
Q1 | $37K | Buy |
261
+3
| +1% | +$425 | 0.01% | 267 |
|
|
2017
Q4 | $40K | Hold |
258
| – | – | 0.01% | 268 |
|
|
2017
Q3 | $40K | Hold |
258
| – | – | 0.01% | 260 |
|
|
2017
Q2 | $42K | Sell |
258
-243
| -49% | -$39.6K | 0.01% | 233 |
|
|
2017
Q1 | $70K | Hold |
501
| – | – | 0.02% | 198 |
|
|
2016
Q4 | $70K | Buy |
501
+258
| +106% | +$36K | 0.02% | 198 |
|
|
2016
Q3 | $41K | Hold |
243
| – | – | 0.01% | 258 |
|
|
2016
Q2 | $45K | Hold |
243
| – | – | 0.01% | 265 |
|
|
2016
Q1 | $38K | Sell |
243
-242
| -50% | -$37.8K | 0.01% | 262 |
|
|
2015
Q4 | $96K | Buy |
+485
| New | +$96K | 0.03% | 183 |
|