Laffer Tengler Investments’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15
| Closed | -$6.95K | – | 474 |
|
|
2023
Q4 | $6.95K | Buy |
+15
| New | +$6.95K | ﹤0.01% | 294 |
|
|
2018
Q1 | – | Sell |
-13,173
| Closed | -$2.05M | – | 232 |
|
|
2017
Q4 | $2.05M | Hold |
13,173
| – | – | 0.51% | 84 |
|
|
2017
Q3 | $2.02M | Sell |
13,173
-950
| -7% | -$146K | 0.53% | 88 |
|
|
2017
Q2 | $2.32M | Hold |
14,123
| – | – | 0.59% | 55 |
|
|
2017
Q1 | $2.09M | Hold |
14,123
| – | – | 0.55% | 67 |
|
|
2016
Q4 | $1.98M | Buy |
14,123
+6,110
| +76% | +$858K | 0.53% | 57 |
|
|
2016
Q3 | $1.34M | Hold |
8,013
| – | – | 0.37% | 99 |
|
|
2016
Q2 | $1.5M | Sell |
8,013
-2,640
| -25% | -$493K | 0.43% | 86 |
|
|
2016
Q1 | $1.68M | Buy |
+10,653
| New | +$1.68M | 0.45% | 99 |
|
|
2015
Q4 | – | Hold |
0
| – | -$1.97B | – | 51 |
|
|
2015
Q3 | – | Sell |
-10,653
| Closed | -$2.39M | – | 54 |
|
|
2015
Q2 | $2.39M | Buy |
+10,653
| New | +$2.39M | 0.58% | 37 |
|