Royal Harbor Partners’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,067
| Closed | -$883K | – | 62 |
|
|
2023
Q2 | $883K | Hold |
2,067
| – | – | 0.43% | 44 |
|
|
2023
Q1 | $736K | Sell |
2,067
-3,669
| -64% | -$1.31M | 0.4% | 50 |
|
|
2022
Q4 | $2.15M | Sell |
5,736
-429
| -7% | -$161K | 1.33% | 27 |
|
|
2022
Q3 | $2.1M | Sell |
6,165
-1,895
| -24% | -$644K | 1.43% | 26 |
|
|
2022
Q2 | $2.63M | Buy |
8,060
+42
| +0.5% | +$13.7K | 1.8% | 17 |
|
|
2022
Q1 | $2.46M | Sell |
8,018
-667
| -8% | -$204K | 1.57% | 18 |
|
|
2021
Q4 | $2.16M | Buy |
8,685
+203
| +2% | +$50.5K | 1.37% | 17 |
|
|
2021
Q3 | $1.69M | Sell |
8,482
-5
| -0.1% | -$997 | 1.2% | 22 |
|
|
2021
Q2 | $1.62M | Buy |
8,487
+194
| +2% | +$37.1K | 1.08% | 24 |
|
|
2021
Q1 | $1.62M | Buy |
8,293
+365
| +5% | +$71.2K | 1.23% | 18 |
|
|
2020
Q4 | $1.38M | Buy |
7,928
+5,878
| +287% | +$1.02M | 1.15% | 18 |
|
|
2020
Q3 | $305K | Hold |
2,050
| – | – | 0.29% | 65 |
|
|
2020
Q2 | $315K | Hold |
2,050
| – | – | 0.31% | 68 |
|
|
2020
Q1 | $277K | Hold |
2,050
| – | – | 0.32% | 59 |
|
|
2019
Q4 | $284K | Buy |
+2,050
| New | +$284K | 0.27% | 48 |
|