Lake Street Advisors Group’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.19M | Buy |
2,092
+99
| +5% | +$56.5K | 0.06% | 201 |
|
|
2024
Q3 | $987K | Sell |
1,993
-33
| -2% | -$16.3K | 0.05% | 218 |
|
|
2024
Q2 | $1.18M | Sell |
2,026
-37
| -2% | -$21.6K | 0.06% | 190 |
|
|
2024
Q1 | $1.11M | Buy |
2,063
+5
| +0.2% | +$2.69K | 0.05% | 212 |
|
|
2023
Q4 | $954K | Buy |
+2,058
| New | +$954K | 0.05% | 228 |
|
|
2021
Q3 | – | Sell |
-1,397
| Closed | -$277K | – | 346 |
|
|
2021
Q2 | $277K | Buy |
1,397
+140
| +11% | +$27.8K | 0.02% | 259 |
|
|
2021
Q1 | $245K | Buy |
1,257
+10
| +0.8% | +$1.95K | 0.02% | 266 |
|
|
2020
Q4 | $217K | Buy |
+1,247
| New | +$217K | 0.02% | 280 |
|
|
2018
Q2 | – | Sell |
-2,127
| Closed | -$300K | – | 348 |
|
|
2018
Q1 | $300K | Buy |
2,127
+97
| +5% | +$13.7K | 0.03% | 197 |
|
|
2017
Q4 | $317K | Buy |
+2,030
| New | +$317K | 0.04% | 208 |
|