Lipe & Dalton’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-17,948
| Closed | -$5.49M | – | 102 |
|
|
2022
Q1 | $5.49M | Sell |
17,948
-567
| -3% | -$174K | 2.68% | 15 |
|
|
2021
Q4 | $4.6M | Sell |
18,515
-50
| -0.3% | -$12.4K | 2.18% | 14 |
|
|
2021
Q3 | $3.7M | Buy |
18,565
+685
| +4% | +$137K | 1.9% | 20 |
|
|
2021
Q2 | $3.42M | Sell |
17,880
-30
| -0.2% | -$5.74K | 1.78% | 22 |
|
|
2021
Q1 | $3.49M | Sell |
17,910
-140
| -0.8% | -$27.3K | 1.94% | 21 |
|
|
2020
Q4 | $3.14M | Sell |
18,050
-5,590
| -24% | -$972K | 1.93% | 24 |
|
|
2020
Q3 | $3.52M | Sell |
23,640
-170
| -0.7% | -$25.3K | 2.45% | 13 |
|
|
2020
Q2 | $3.65M | Sell |
23,810
-210
| -0.9% | -$32.2K | 2.65% | 13 |
|
|
2020
Q1 | $3.25M | Buy |
24,020
+18,065
| +303% | +$2.44M | 2.75% | 15 |
|
|
2019
Q4 | $824K | Buy |
5,955
+820
| +16% | +$113K | 0.55% | 46 |
|
|
2019
Q3 | $702K | Sell |
5,135
-85
| -2% | -$11.6K | 0.51% | 47 |
|
|
2019
Q2 | $702K | Sell |
5,220
-370
| -7% | -$49.8K | 0.5% | 45 |
|
|
2019
Q1 | $654K | Sell |
5,590
-1,740
| -24% | -$204K | 0.48% | 44 |
|
|
2018
Q4 | $810K | Sell |
7,330
-6,285
| -46% | -$695K | 0.66% | 44 |
|
|
2018
Q3 | $1.81M | Sell |
13,615
-15
| -0.1% | -$1.99K | 1.23% | 33 |
|
|
2018
Q2 | $1.82M | Buy |
13,630
+345
| +3% | +$46K | 1.34% | 31 |
|
|
2018
Q1 | $1.87M | Buy |
13,285
+1,005
| +8% | +$142K | 1.34% | 30 |
|
|
2017
Q4 | $1.92M | Buy |
12,280
+5,145
| +72% | +$802K | 1.32% | 30 |
|
|
2017
Q3 | $1.1M | Buy |
+7,135
| New | +$1.1M | 0.77% | 36 |
|