Rockefeller Financial Services’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $16K | Hold |
100
| – | – | ﹤0.01% | 483 |
|
|
2017
Q3 | $15K | Hold |
100
| – | – | ﹤0.01% | 492 |
|
|
2017
Q2 | $16K | Hold |
100
| – | – | ﹤0.01% | 416 |
|
|
2017
Q1 | $15K | Hold |
100
| – | – | ﹤0.01% | 432 |
|
|
2016
Q4 | $14K | Hold |
100
| – | – | ﹤0.01% | 459 |
|
|
2016
Q3 | $17K | Hold |
100
| – | – | ﹤0.01% | 427 |
|
|
2016
Q2 | $19K | Sell |
100
-250
| -71% | -$47.5K | ﹤0.01% | 433 |
|
|
2016
Q1 | $55K | Buy |
350
+250
| +250% | +$39.3K | ﹤0.01% | 416 |
|
|
2015
Q4 | $20K | Hold |
100
| – | – | ﹤0.01% | 480 |
|
|
2015
Q3 | $19K | Hold |
100
| – | – | ﹤0.01% | 455 |
|
|
2015
Q2 | $22K | Hold |
100
| – | – | ﹤0.01% | 417 |
|
|
2015
Q1 | $23K | Sell |
100
-300
| -75% | -$69K | ﹤0.01% | 451 |
|
|
2014
Q4 | $83K | Hold |
400
| – | – | ﹤0.01% | 366 |
|
|
2014
Q3 | $77K | Sell |
400
-18
| -4% | -$3.47K | ﹤0.01% | 386 |
|
|
2014
Q2 | $78K | Buy |
418
+118
| +39% | +$22K | ﹤0.01% | 394 |
|
|
2014
Q1 | $53K | Buy |
+300
| New | +$53K | ﹤0.01% | 427 |
|