NCM
Neumann Capital Management’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Sell |
2,300
-20
| -0.9% | -$14.7K | 0.53% | 46 |
|
|
2025
Q1 | $1.56M | Sell |
2,320
-120
| -5% | -$80.8K | 0.54% | 46 |
|
|
2024
Q4 | $1.39M | Hold |
2,440
| – | – | 0.46% | 47 |
|
|
2024
Q3 | $1.21M | Hold |
2,440
| – | – | 0.4% | 50 |
|
|
2024
Q2 | $1.43M | Sell |
2,440
-75
| -3% | -$43.8K | 0.49% | 46 |
|
|
2024
Q1 | $1.35M | Sell |
2,515
-165
| -6% | -$88.6K | 0.48% | 48 |
|
|
2023
Q4 | $1.24M | Hold |
2,680
| – | – | 0.49% | 46 |
|
|
2023
Q3 | $1.17M | Hold |
2,680
| – | – | 0.51% | 49 |
|
|
2023
Q2 | $1.15M | Sell |
2,680
-350
| -12% | -$150K | 0.47% | 51 |
|
|
2023
Q1 | $1.08M | Hold |
3,030
| – | – | 0.47% | 52 |
|
|
2022
Q4 | $1.14M | Sell |
3,030
-640
| -17% | -$240K | 0.53% | 48 |
|
|
2022
Q3 | $1.25M | Sell |
3,670
-870
| -19% | -$296K | 0.64% | 44 |
|
|
2022
Q2 | $1.48M | Sell |
4,540
-310
| -6% | -$101K | 0.75% | 41 |
|
|
2022
Q1 | $1.49M | Hold |
4,850
| – | – | 0.63% | 44 |
|
|
2021
Q4 | $1.21M | Sell |
4,850
-50
| -1% | -$12.4K | 0.49% | 49 |
|
|
2021
Q3 | $977K | Hold |
4,900
| – | – | 0.44% | 53 |
|
|
2021
Q2 | $937K | Hold |
4,900
| – | – | 0.42% | 55 |
|
|
2021
Q1 | $956K | Buy |
4,900
+50
| +1% | +$9.76K | 0.45% | 52 |
|
|
2020
Q4 | $844K | Buy |
4,850
+200
| +4% | +$34.8K | 0.43% | 51 |
|
|
2020
Q3 | $693K | Buy |
4,650
+110
| +2% | +$16.4K | 0.4% | 51 |
|
|
2020
Q2 | $697K | Hold |
4,540
| – | – | 0.43% | 49 |
|
|
2020
Q1 | $614K | Buy |
4,540
+670
| +17% | +$90.6K | 0.45% | 50 |
|
|
2019
Q4 | $535K | Sell |
3,870
-345
| -8% | -$47.7K | 0.31% | 58 |
|
|
2019
Q3 | $576K | Hold |
4,215
| – | – | 0.36% | 58 |
|
|
2019
Q2 | $566K | Hold |
4,215
| – | – | 0.35% | 58 |
|
|
2019
Q1 | $493K | Sell |
4,215
-880
| -17% | -$103K | 0.32% | 60 |
|
|
2018
Q4 | $563K | Sell |
5,095
-3,842
| -43% | -$425K | 0.42% | 55 |
|
|
2018
Q3 | $1.19M | Hold |
8,937
| – | – | 0.7% | 44 |
|
|
2018
Q2 | $1.19M | Sell |
8,937
-143
| -2% | -$19.1K | 0.75% | 41 |
|
|
2018
Q1 | $1.28M | Buy |
9,080
+1,020
| +13% | +$144K | 0.81% | 40 |
|
|
2017
Q4 | $1.26M | Buy |
8,060
+2,975
| +59% | +$464K | 0.77% | 43 |
|
|
2017
Q3 | $781K | Buy |
5,085
+235
| +5% | +$36.1K | 0.48% | 53 |
|
|
2017
Q2 | $798K | Buy |
4,850
+1,480
| +44% | +$244K | 0.51% | 49 |
|
|
2017
Q1 | $500K | Buy |
3,370
+575
| +21% | +$85.3K | 0.32% | 64 |
|
|
2016
Q4 | $393K | Buy |
2,795
+310
| +12% | +$43.6K | 0.25% | 65 |
|
|
2016
Q3 | $414K | Buy |
2,485
+260
| +12% | +$43.3K | 0.28% | 63 |
|
|
2016
Q2 | $415K | Hold |
2,225
| – | – | 0.28% | 63 |
|
|
2016
Q1 | $350K | Buy |
2,225
+360
| +19% | +$56.6K | 0.23% | 65 |
|
|
2015
Q4 | $368K | Buy |
1,865
+65
| +4% | +$12.8K | 0.26% | 66 |
|
|
2015
Q3 | $333K | Buy |
1,800
+550
| +44% | +$102K | 0.24% | 69 |
|
|
2015
Q2 | $281K | Hold |
1,250
| – | – | 0.18% | 70 |
|
|
2015
Q1 | $283K | Hold |
1,250
| – | – | 0.18% | 72 |
|
|
2014
Q4 | $260K | Buy |
+1,250
| New | +$260K | 0.17% | 72 |
|