Kays Financial Advisory’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $4M | Buy |
26,889
+173
| +0.6% | +$26.3K | 0.64% | 27 |
|
|
2020
Q2 | $4.1M | Buy |
26,716
+483
| +2% | +$69.8K | 0.71% | 26 |
|
|
2020
Q1 | $3.55M | Buy |
26,233
+1,198
| +5% | +$175K | 0.73% | 24 |
|
|
2019
Q4 | $3.46M | Buy |
25,035
+287
| +1% | +$40.6K | 0.61% | 32 |
|
|
2019
Q3 | $3.38M | Sell |
24,748
-288
| -1% | -$40.9K | 0.62% | 30 |
|
|
2019
Q2 | $3.36M | Buy |
25,036
+367
| +1% | +$45.8K | 0.62% | 33 |
|
|
2019
Q1 | $2.89M | Buy |
24,669
+2,587
| +12% | +$319K | 0.56% | 33 |
|
|
2018
Q4 | $2.44M | Buy |
22,082
+12,746
| +137% | +$1.59M | 0.56% | 38 |
|
|
2018
Q3 | $1.24M | Buy |
9,336
+45
| +0.5% | +$5.87K | 0.26% | 56 |
|
|
2018
Q2 | $1.24M | Buy |
9,291
+461
| +5% | +$67.4K | 0.27% | 54 |
|
|
2018
Q1 | $1.24M | Buy |
+8,830
| New | +$1.38M | 0.28% | 49 |
|
|
2016
Q3 | – | Sell |
-3,586
| Closed | -$669K | – | 69 |
|
|
2016
Q2 | $669K | Sell |
3,586
-1,995
| -36% | -$350K | 0.3% | 45 |
|
|
2016
Q1 | $878K | Buy |
5,581
+484
| +9% | +$78.2K | 0.43% | 31 |
|
|
2015
Q4 | $1M | Buy |
5,097
+796
| +19% | +$150K | 0.52% | 26 |
|
|
2015
Q3 | $796K | Buy |
4,301
+693
| +19% | +$147K | 0.45% | 30 |
|
|
2015
Q2 | $811K | Buy |
3,608
+181
| +5% | +$41.8K | 0.47% | 25 |
|
|
2015
Q1 | $775K | Buy |
3,427
+969
| +39% | +$215K | 0.46% | 24 |
|
|
2014
Q4 | $510K | Buy |
2,458
+609
| +33% | +$124K | 0.35% | 28 |
|
|
2014
Q3 | $360K | Buy |
1,849
+256
| +16% | +$49.3K | 0.26% | 28 |
|
|
2014
Q2 | $297K | Buy |
1,593
+400
| +34% | +$71.2K | 0.21% | 28 |
|
|
2014
Q1 | $211K | Buy |
+1,193
| New | +$208K | 0.15% | 32 |
|
Other funds holding MCK
