Lebenthal Global Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,774
| Closed | -$1.87M | – | 202 |
|
|
2024
Q3 | $1.87M | Buy |
3,774
+220
| +6% | +$109K | 0.38% | 35 |
|
|
2024
Q2 | $2.08M | Buy |
3,554
+344
| +11% | +$201K | 0.45% | 30 |
|
|
2024
Q1 | $1.72M | Buy |
3,210
+127
| +4% | +$68.2K | 0.38% | 34 |
|
|
2023
Q4 | $1.43M | Buy |
3,083
+1,450
| +89% | +$671K | 0.33% | 36 |
|
|
2023
Q3 | $710K | Buy |
1,633
+128
| +9% | +$55.7K | 0.21% | 54 |
|
|
2023
Q2 | $643K | Buy |
1,505
+40
| +3% | +$17.1K | 0.19% | 54 |
|
|
2023
Q1 | $522K | Sell |
1,465
-46
| -3% | -$16.4K | 0.16% | 69 |
|
|
2022
Q4 | $567K | Buy |
+1,511
| New | +$567K | 0.19% | 62 |
|