Rikoon Group’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $768K | Hold |
3,927
| – | – | 0.2% | 113 |
|
|
2020
Q4 | $685K | Hold |
3,927
| – | – | 0.19% | 115 |
|
|
2020
Q3 | $586K | Hold |
3,927
| – | – | 0.18% | 113 |
|
|
2020
Q2 | $604K | Buy |
3,927
+1,541
| +65% | +$237K | 0.2% | 104 |
|
|
2020
Q1 | $324K | Sell |
2,386
-761
| -24% | -$103K | 0.13% | 134 |
|
|
2019
Q4 | $436K | Buy |
3,147
+253
| +9% | +$35.1K | 0.15% | 135 |
|
|
2019
Q3 | $397K | Buy |
2,894
+866
| +43% | +$119K | 0.15% | 138 |
|
|
2019
Q2 | $273K | Hold |
2,028
| – | – | 0.1% | 172 |
|
|
2019
Q1 | $238K | Buy |
+2,028
| New | +$238K | 0.09% | 183 |
|
|
2018
Q4 | – | Sell |
-2,136
| Closed | -$283K | – | 201 |
|
|
2018
Q3 | $283K | Sell |
2,136
-100
| -4% | -$13.2K | 0.1% | 174 |
|
|
2018
Q2 | $299K | Hold |
2,236
| – | – | 0.11% | 159 |
|
|
2018
Q1 | $312K | Hold |
2,236
| – | – | 0.13% | 154 |
|
|
2017
Q4 | $350K | Sell |
2,236
-500
| -18% | -$78.3K | 0.14% | 130 |
|
|
2017
Q3 | $421K | Sell |
2,736
-200
| -7% | -$30.8K | 0.18% | 115 |
|
|
2017
Q2 | $483K | Sell |
2,936
-6
| -0.2% | -$987 | 0.21% | 107 |
|
|
2017
Q1 | $407K | Sell |
2,942
-1,725
| -37% | -$239K | 0.18% | 114 |
|
|
2016
Q4 | $651K | Buy |
4,667
+209
| +5% | +$29.2K | 0.29% | 94 |
|
|
2016
Q3 | $743K | Buy |
+4,458
| New | +$743K | 0.59% | 54 |
|