Pathstone Family Office’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.77M | Buy |
13,259
+5,371
| +68% | +$2.34M | 0.04% | 246 |
|
|
2023
Q2 | $3.39M | Buy |
7,888
+612
| +8% | +$263K | 0.05% | 222 |
|
|
2023
Q1 | $2.59M | Sell |
7,276
-13,618
| -65% | -$4.86M | 0.04% | 249 |
|
|
2022
Q4 | $7.03M | Buy |
20,894
+2,982
| +17% | +$1M | 0.06% | 218 |
|
|
2022
Q3 | $6.09M | Buy |
17,912
+11,229
| +168% | +$3.82M | 0.06% | 203 |
|
|
2022
Q2 | $2.18M | Buy |
6,683
+430
| +7% | +$140K | 0.05% | 200 |
|
|
2022
Q1 | $1.92M | Sell |
6,253
-337
| -5% | -$103K | 0.04% | 180 |
|
|
2021
Q4 | $1.64M | Buy |
6,590
+1,372
| +26% | +$341K | 0.04% | 227 |
|
|
2021
Q3 | $1.04M | Buy |
5,218
+450
| +9% | +$89.9K | 0.03% | 282 |
|
|
2021
Q2 | $913K | Buy |
+4,768
| New | +$913K | 0.03% | 294 |
|
|
2021
Q1 | – | Sell |
-43
| Closed | -$7K | – | 1037 |
|
|
2020
Q4 | $7K | Buy |
+43
| New | +$7K | ﹤0.01% | 910 |
|
|
2017
Q4 | – | Sell |
-40
| Closed | -$6K | – | 186 |
|
|
2017
Q3 | $6K | Sell |
40
-474
| -92% | -$71.1K | 0.01% | 155 |
|
|
2017
Q2 | $85K | Buy |
514
+474
| +1,185% | +$78.4K | 0.04% | 161 |
|
|
2017
Q1 | $6K | Buy |
+40
| New | +$6K | ﹤0.01% | 315 |
|
|
2016
Q4 | – | Sell |
-40
| Closed | -$7K | – | 161 |
|
|
2016
Q3 | $7K | Hold |
40
| – | – | 0.01% | 148 |
|
|
2016
Q2 | $7K | Buy |
+40
| New | +$7K | 0.01% | 164 |
|
|
2015
Q4 | – | Sell |
-20
| Closed | -$4K | – | 135 |
|
|
2015
Q3 | $4K | Buy |
+20
| New | +$4K | 0.01% | 135 |
|
|
2014
Q4 | – | Sell |
-140
| Closed | -$27K | – | 188 |
|
|
2014
Q3 | $27K | Buy |
+140
| New | +$27K | 0.08% | 94 |
|
|
2013
Q3 | – | Sell |
-439
| Closed | -$50K | – | 385 |
|
|
2013
Q2 | $50K | Buy |
+439
| New | +$50K | 0.06% | 107 |
|