Next Financial Group’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $103K | Sell |
416
-1
| -0.2% | -$248 | 0.01% | 1144 |
|
|
2021
Q3 | $83K | Sell |
417
-92
| -18% | -$18.3K | 0.01% | 1198 |
|
|
2021
Q2 | $97K | Sell |
509
-75
| -13% | -$14.3K | 0.01% | 1132 |
|
|
2021
Q1 | $114K | Sell |
584
-475
| -45% | -$92.7K | 0.01% | 977 |
|
|
2020
Q4 | $184K | Buy |
1,059
+659
| +165% | +$115K | 0.02% | 744 |
|
|
2020
Q3 | $60K | Buy |
+400
| New | +$60K | 0.01% | 1043 |
|
|
2020
Q2 | – | Sell |
-400
| Closed | -$54K | – | 1359 |
|
|
2020
Q1 | $54K | Sell |
400
-11
| -3% | -$1.49K | 0.01% | 972 |
|
|
2019
Q4 | $57K | Sell |
411
-509
| -55% | -$70.6K | 0.01% | 1140 |
|
|
2019
Q3 | $126K | Sell |
920
-418
| -31% | -$57.2K | 0.01% | 833 |
|
|
2019
Q2 | $180K | Hold |
1,338
| – | – | 0.02% | 701 |
|
|
2019
Q1 | $157K | Sell |
1,338
-118
| -8% | -$13.8K | 0.04% | 428 |
|
|
2018
Q4 | $161K | Sell |
1,456
-522
| -26% | -$57.7K | 0.03% | 448 |
|
|
2018
Q3 | $262K | Sell |
1,978
-98
| -5% | -$13K | 0.12% | 167 |
|
|
2018
Q2 | $277K | Sell |
2,076
-140
| -6% | -$18.7K | 0.11% | 214 |
|
|
2018
Q1 | $312K | Sell |
2,216
-19
| -0.9% | -$2.68K | 0.07% | 281 |
|
|
2017
Q4 | $349K | Sell |
2,235
-1,424
| -39% | -$222K | 0.15% | 175 |
|
|
2017
Q3 | $539K | Sell |
3,659
-216
| -6% | -$31.8K | 0.15% | 150 |
|
|
2017
Q2 | $638K | Buy |
3,875
+658
| +20% | +$108K | 0.16% | 150 |
|
|
2017
Q1 | $445K | Buy |
3,217
+1,400
| +77% | +$194K | 0.12% | 184 |
|
|
2016
Q4 | $255K | Buy |
1,817
+753
| +71% | +$106K | 0.04% | 402 |
|
|
2016
Q3 | $177K | Buy |
1,064
+310
| +41% | +$51.6K | 0.03% | 500 |
|
|
2016
Q2 | $140K | Hold |
754
| – | – | 0.04% | 376 |
|
|
2016
Q1 | $118K | Buy |
754
+324
| +75% | +$50.7K | 0.04% | 383 |
|
|
2015
Q4 | $84K | Sell |
430
-40
| -9% | -$7.81K | 0.03% | 470 |
|
|
2015
Q3 | $86K | Sell |
470
-332
| -41% | -$60.7K | 0.03% | 471 |
|
|
2015
Q2 | $180K | Sell |
802
-2
| -0.2% | -$449 | 0.06% | 327 |
|
|
2015
Q1 | $181K | Buy |
804
+387
| +93% | +$87.1K | 0.06% | 335 |
|
|
2014
Q4 | $87K | Buy |
417
+40
| +11% | +$8.35K | 0.03% | 503 |
|
|
2014
Q3 | $73K | Buy |
+377
| New | +$73K | 0.01% | 772 |
|