Neumann Capital Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.78M | Hold |
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|
2025
Q2 | $1.69M | Sell |
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|
2025
Q1 | $1.56M | Sell |
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|
2024
Q4 | $1.39M | Hold |
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|
2024
Q3 | $1.21M | Hold |
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|
2024
Q2 | $1.43M | Sell |
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|
2024
Q1 | $1.35M | Sell |
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|
2023
Q4 | $1.24M | Hold |
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|
2023
Q3 | $1.17M | Hold |
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|
2023
Q2 | $1.15M | Sell |
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|
2023
Q1 | $1.08M | Hold |
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $1.25M | Sell |
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|
2022
Q2 | $1.48M | Sell |
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|
2022
Q1 | $1.49M | Hold |
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|
2021
Q4 | $1.21M | Sell |
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|
2021
Q3 | $977K | Hold |
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|
2021
Q2 | $937K | Hold |
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|
2021
Q1 | $956K | Buy |
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|
2020
Q4 | $844K | Buy |
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|
2020
Q3 | $693K | Buy |
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|
2020
Q2 | $697K | Hold |
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|
2020
Q1 | $614K | Buy |
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|
2019
Q4 | $535K | Sell |
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|
2019
Q3 | $576K | Hold |
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|
2019
Q2 | $566K | Hold |
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|
2019
Q1 | $493K | Sell |
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|
2018
Q4 | $563K | Sell |
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|
2018
Q3 | $1.19M | Hold |
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|
2018
Q2 | $1.19M | Sell |
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|
2018
Q1 | $1.28M | Buy |
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|
2017
Q4 | $1.26M | Buy |
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|
2017
Q3 | $781K | Buy |
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|
2017
Q2 | $798K | Buy |
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|
2017
Q1 | $500K | Buy |
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|
2016
Q4 | $393K | Buy |
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|
2016
Q3 | $414K | Buy |
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|
2016
Q2 | $415K | Hold |
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|
2016
Q1 | $350K | Buy |
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|
2015
Q4 | $368K | Buy |
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|
2015
Q3 | $333K | Buy |
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|
2015
Q2 | $281K | Hold |
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|
2015
Q1 | $283K | Hold |
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|
2014
Q4 | $260K | Buy |
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