Prio Wealth Limited Partnership’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $202K | Hold |
409
| – | – | 0.01% | 262 |
|
|
2024
Q2 | $239K | Hold |
409
| – | – | 0.01% | 235 |
|
|
2024
Q1 | $220K | Buy |
+409
| New | +$220K | 0.01% | 258 |
|
|
2017
Q1 | – | Sell |
-13,212
| Closed | -$1.86M | – | 240 |
|
|
2016
Q4 | $1.86M | Sell |
13,212
-96,370
| -88% | -$13.5M | 0.1% | 121 |
|
|
2016
Q3 | $18.3M | Sell |
109,582
-120
| -0.1% | -$20K | 0.97% | 34 |
|
|
2016
Q2 | $20.5M | Buy |
109,702
+92
| +0.1% | +$17.2K | 1.12% | 32 |
|
|
2016
Q1 | $17.2M | Buy |
109,610
+2,127
| +2% | +$334K | 0.94% | 37 |
|
|
2015
Q4 | $21.2M | Buy |
107,483
+770
| +0.7% | +$152K | 1.16% | 30 |
|
|
2015
Q3 | $19.7M | Buy |
106,713
+18,134
| +20% | +$3.36M | 1.12% | 29 |
|
|
2015
Q2 | $19.9M | Buy |
+88,579
| New | +$19.9M | 1.02% | 31 |
|