Legacy Capital Group California’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 |
-2,123
| Closed | -$1.05M | – | 350 |
|
|
2024
Q3 | $1.05M | Sell |
2,123
-185
| -8% | -$91.5K | 0.35% | 65 |
|
|
2024
Q2 | $1.35M | Sell |
2,308
-206
| -8% | -$120K | 0.49% | 45 |
|
|
2024
Q1 | $1.35M | Buy |
2,514
+26
| +1% | +$14K | 0.5% | 46 |
|
|
2023
Q4 | $1.15M | Buy |
2,488
+109
| +5% | +$50.5K | 0.45% | 42 |
|
|
2023
Q3 | $1.03M | Buy |
2,379
+180
| +8% | +$78.3K | 0.44% | 50 |
|
|
2023
Q2 | $940K | Buy |
2,199
+31
| +1% | +$13.2K | 0.39% | 65 |
|
|
2023
Q1 | $772K | Buy |
+2,168
| New | +$772K | 0.38% | 78 |
|