Security National Trust’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $67K | Hold |
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|
2021
Q2 | $67K | Sell |
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|
2021
Q1 | $86K | Hold |
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|
2020
Q4 | $77K | Hold |
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|
2020
Q3 | $65K | Hold |
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|
2020
Q2 | $68K | Sell |
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|
2020
Q1 | $62K | Hold |
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|
2019
Q4 | $64K | Buy |
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|
2019
Q3 | $60K | Hold |
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|
2019
Q2 | $59K | Hold |
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|
2019
Q1 | $52K | Hold |
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|
2018
Q4 | $49K | Hold |
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|
2018
Q3 | $59K | Hold |
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|
2018
Q2 | $59K | Hold |
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|
2018
Q1 | $62K | Sell |
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|
2017
Q4 | $99K | Sell |
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|
2017
Q3 | $134K | Sell |
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|
2017
Q2 | $146K | Hold |
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|
2017
Q1 | $131K | Hold |
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|
2016
Q4 | $125K | Hold |
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|
2016
Q3 | $148K | Sell |
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|
2016
Q2 | $166K | Hold |
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|
2016
Q1 | $141K | Sell |
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|
2015
Q4 | $186K | Hold |
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|
2015
Q3 | $175K | Sell |
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|
2015
Q2 | $215K | Hold |
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|
2015
Q1 | $217K | Buy |
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|
2014
Q4 | $115K | Sell |
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|
2014
Q3 | $111K | Buy |
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|
2014
Q2 | $78K | Sell |
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|
2014
Q1 | $78K | Sell |
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|
2013
Q4 | $85K | Hold |
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|
2013
Q3 | $67K | Buy |
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|
2013
Q2 | $58K | Buy |
|