Lee Financial’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 |
-41
| Closed | -$19K | – | 553 |
|
|
2023
Q4 | $19K | Buy |
41
+6
| +17% | +$2.78K | ﹤0.01% | 327 |
|
|
2023
Q3 | $15.2K | Hold |
35
| – | – | ﹤0.01% | 342 |
|
|
2023
Q2 | $15K | Buy |
35
+12
| +52% | +$5.13K | ﹤0.01% | 347 |
|
|
2023
Q1 | $8.2K | Sell |
23
-6
| -21% | -$2.14K | ﹤0.01% | 457 |
|
|
2022
Q4 | $10.9K | Buy |
29
+4
| +16% | +$1.5K | ﹤0.01% | 448 |
|
|
2022
Q3 | $9K | Hold |
25
| – | – | ﹤0.01% | 459 |
|
|
2022
Q2 | $9K | Buy |
25
+2
| +9% | +$720 | ﹤0.01% | 466 |
|
|
2022
Q1 | $7K | Buy |
23
+6
| +35% | +$1.83K | ﹤0.01% | 485 |
|
|
2021
Q4 | $4K | Buy |
17
+8
| +89% | +$1.88K | ﹤0.01% | 631 |
|
|
2021
Q3 | $2K | Hold |
9
| – | – | ﹤0.01% | 629 |
|
|
2021
Q2 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 590 |
|
|
2020
Q4 | – | Sell |
-11
| Closed | -$2K | – | 513 |
|
|
2020
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 507 |
|
|
2020
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 492 |
|
|
2020
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 468 |
|
|
2019
Q4 | $2K | Hold |
11
| – | – | ﹤0.01% | 468 |
|
|
2019
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 484 |
|
|
2019
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 506 |
|
|
2019
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 500 |
|
|
2018
Q3 | – | Sell |
-14
| Closed | -$2K | – | 603 |
|
|
2018
Q2 | $2K | Hold |
14
| – | – | ﹤0.01% | 727 |
|
|
2018
Q1 | $2K | Sell |
14
-18
| -56% | -$2.57K | ﹤0.01% | 701 |
|
|
2017
Q4 | $5K | Buy |
32
+16
| +100% | +$2.5K | ﹤0.01% | 425 |
|
|
2017
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 451 |
|
|
2017
Q2 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 442 |
|