Kiwi Wealth Investments Limited Partnership’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,638
| Closed | -$2.84M | – | 136 |
|
|
2023
Q2 | $2.84M | Hold |
6,638
| – | – | 0.18% | 108 |
|
|
2023
Q1 | $2.36M | Sell |
6,638
-5,883
| -47% | -$2.09M | 0.15% | 122 |
|
|
2022
Q4 | $4.7M | Sell |
12,521
-4,658
| -27% | -$1.75M | 0.31% | 80 |
|
|
2022
Q3 | $5.6M | Hold |
17,179
| – | – | 0.39% | 70 |
|
|
2022
Q2 | $5.6M | Sell |
17,179
-1,991
| -10% | -$649K | 0.39% | 70 |
|
|
2022
Q1 | $5.87M | Buy |
19,170
+17,863
| +1,367% | +$5.47M | 0.32% | 85 |
|
|
2021
Q4 | $325K | Hold |
1,307
| – | – | 0.02% | 236 |
|
|
2021
Q3 | $261K | Sell |
1,307
-14,064
| -91% | -$2.81M | 0.01% | 231 |
|
|
2021
Q2 | $2.94M | Hold |
15,371
| – | – | 0.15% | 154 |
|
|
2021
Q1 | $3M | Hold |
15,371
| – | – | 0.17% | 134 |
|
|
2020
Q4 | $2.67M | Buy |
15,371
+2,464
| +19% | +$428K | 0.16% | 164 |
|
|
2020
Q3 | $1.92M | Hold |
12,907
| – | – | 0.13% | 179 |
|
|
2020
Q2 | $1.98M | Buy |
+12,907
| New | +$1.98M | 0.16% | 155 |
|
|
2017
Q4 | – | Sell |
-13,693
| Closed | -$2.1M | – | 163 |
|
|
2017
Q3 | $2.1M | Buy |
13,693
+2,594
| +23% | +$398K | 0.25% | 88 |
|
|
2017
Q2 | $1.83M | Buy |
+11,099
| New | +$1.83M | 0.17% | 94 |
|
|
2017
Q1 | – | Sell |
-17,191
| Closed | -$2.41M | – | 174 |
|
|
2016
Q4 | $2.41M | Sell |
17,191
-1,967
| -10% | -$276K | 0.21% | 109 |
|
|
2016
Q3 | $3.2M | Buy |
+19,158
| New | +$3.2M | 0.28% | 84 |
|