Kades & Cheifetz’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $362K | Buy |
635
+1
| +0.2% | +$570 | 0.19% | 80 |
|
2024
Q3 | $313K | Buy |
634
+1
| +0.2% | +$494 | 0.18% | 77 |
|
2024
Q2 | $370K | Hold |
633
| – | – | 0.23% | 66 |
|
2024
Q1 | $340K | Sell |
633
-22
| -3% | -$11.8K | 0.22% | 67 |
|
2023
Q4 | $303K | Buy |
655
+1
| +0.2% | +$463 | 0.21% | 68 |
|
2023
Q3 | $284K | Hold |
654
| – | – | 0.23% | 61 |
|
2023
Q2 | $279K | Hold |
654
| – | – | 0.21% | 65 |
|
2023
Q1 | $233K | Hold |
654
| – | – | 0.18% | 72 |
|
2022
Q4 | $245K | Buy |
+654
| New | +$245K | 0.21% | 71 |
|