Rational Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,877
| Closed | -$1.08M | – | 284 |
|
|
2022
Q4 | $1.08M | Sell |
2,877
-538
| -16% | -$202K | 0.09% | 71 |
|
|
2022
Q3 | $1.16M | Buy |
+3,415
| New | +$1.16M | 0.09% | 71 |
|
|
2020
Q4 | – | Sell |
-702
| Closed | -$105K | – | 449 |
|
|
2020
Q3 | $105K | Buy |
702
+674
| +2,407% | +$101K | 0.05% | 152 |
|
|
2020
Q2 | $4K | Buy |
+28
| New | +$4K | ﹤0.01% | 442 |
|
|
2020
Q1 | – | Sell |
-990
| Closed | -$137K | – | 380 |
|
|
2019
Q4 | $137K | Buy |
990
+941
| +1,920% | +$130K | 0.06% | 241 |
|
|
2019
Q3 | $7K | Sell |
49
-1,493
| -97% | -$213K | ﹤0.01% | 514 |
|
|
2019
Q2 | $207K | Buy |
1,542
+1,502
| +3,755% | +$202K | 0.07% | 211 |
|
|
2019
Q1 | $5K | Buy |
+40
| New | +$5K | ﹤0.01% | 459 |
|
|
2018
Q3 | – | Sell |
-8
| Closed | -$1K | – | 548 |
|
|
2018
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 479 |
|
|
2017
Q4 | – | Sell |
-1,600
| Closed | -$246K | – | 337 |
|
|
2017
Q3 | $246K | Buy |
+1,600
| New | +$246K | 0.13% | 184 |
|
|
2015
Q3 | $61K | Hold |
330
| – | – | 0.02% | 244 |
|
|
2015
Q2 | $74K | Hold |
330
| – | – | 0.02% | 233 |
|
|
2015
Q1 | $75K | Sell |
330
-220
| -40% | -$50K | 0.02% | 236 |
|
|
2014
Q4 | $114K | Buy |
+550
| New | +$114K | 0.02% | 255 |
|
|
2013
Q4 | $133K | Sell |
821
-54
| -6% | -$8.75K | 0.01% | 554 |
|
|
2013
Q3 | $112K | Hold |
875
| – | – | 0.01% | 623 |
|
|
2013
Q2 | $100K | Buy |
+875
| New | +$100K | 0.01% | 644 |
|