Point View Wealth Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.18M | Sell |
6,765
-1,286
| -16% | -$224K | 0.48% | 64 |
|
|
2020
Q3 | $1.2M | Sell |
8,051
-225
| -3% | -$33.5K | 0.57% | 52 |
|
|
2020
Q2 | $1.27M | Buy |
8,276
+106
| +1% | +$16.3K | 0.61% | 50 |
|
|
2020
Q1 | $1.11M | Sell |
8,170
-163
| -2% | -$22K | 0.61% | 50 |
|
|
2019
Q4 | $1.15M | Sell |
8,333
-781
| -9% | -$108K | 0.48% | 68 |
|
|
2019
Q3 | $1.25M | Sell |
9,114
-708
| -7% | -$96.8K | 0.56% | 58 |
|
|
2019
Q2 | $1.32M | Buy |
9,822
+426
| +5% | +$57.3K | 0.56% | 58 |
|
|
2019
Q1 | $1.1M | Sell |
9,396
-981
| -9% | -$115K | 0.49% | 69 |
|
|
2018
Q4 | $1.15M | Buy |
10,377
+3,200
| +45% | +$353K | 0.58% | 57 |
|
|
2018
Q3 | $952K | Buy |
7,177
+852
| +13% | +$113K | 0.42% | 77 |
|
|
2018
Q2 | $844K | Buy |
6,325
+110
| +2% | +$14.7K | 0.39% | 87 |
|
|
2018
Q1 | $876K | Buy |
6,215
+585
| +10% | +$82.5K | 0.42% | 81 |
|
|
2017
Q4 | $878K | Buy |
5,630
+620
| +12% | +$96.7K | 0.42% | 83 |
|
|
2017
Q3 | $770K | Buy |
5,010
+205
| +4% | +$31.5K | 0.37% | 97 |
|
|
2017
Q2 | $791K | Buy |
4,805
+62
| +1% | +$10.2K | 0.39% | 92 |
|
|
2017
Q1 | $703K | Buy |
4,743
+463
| +11% | +$68.6K | 0.36% | 99 |
|
|
2016
Q4 | $601K | Buy |
4,280
+542
| +14% | +$76.1K | 0.35% | 104 |
|
|
2016
Q3 | $623K | Hold |
3,738
| – | – | 0.37% | 103 |
|
|
2016
Q2 | $698K | Hold |
3,738
| – | – | 0.42% | 84 |
|
|
2016
Q1 | $588K | Buy |
3,738
+384
| +11% | +$60.4K | 0.38% | 98 |
|
|
2015
Q4 | $662K | Buy |
3,354
+758
| +29% | +$150K | 0.48% | 80 |
|
|
2015
Q3 | $480K | Buy |
+2,596
| New | +$480K | 0.38% | 94 |
|
|
2015
Q2 | – | Sell |
-2,564
| Closed | -$580K | – | 207 |
|
|
2015
Q1 | $580K | Sell |
2,564
-39
| -1% | -$8.82K | 0.45% | 79 |
|
|
2014
Q4 | $540K | Sell |
2,603
-38
| -1% | -$7.88K | 0.4% | 84 |
|
|
2014
Q3 | $514K | Hold |
2,641
| – | – | 0.44% | 84 |
|
|
2014
Q2 | $492K | Sell |
2,641
-1,219
| -32% | -$227K | 0.43% | 85 |
|
|
2014
Q1 | $682K | Sell |
3,860
-43
| -1% | -$7.6K | 0.62% | 54 |
|
|
2013
Q4 | $630K | Buy |
+3,903
| New | +$630K | 0.6% | 57 |
|