Security National Trust’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $67K | Hold |
350
| – | – | 0.02% | 241 |
|
|
2021
Q2 | $67K | Sell |
350
-92
| -21% | -$17.6K | 0.01% | 250 |
|
|
2021
Q1 | $86K | Hold |
442
| – | – | 0.02% | 236 |
|
|
2020
Q4 | $77K | Hold |
442
| – | – | 0.02% | 238 |
|
|
2020
Q3 | $65K | Hold |
442
| – | – | 0.02% | 238 |
|
|
2020
Q2 | $68K | Sell |
442
-20
| -4% | -$3.08K | 0.02% | 234 |
|
|
2020
Q1 | $62K | Hold |
462
| – | – | 0.02% | 230 |
|
|
2019
Q4 | $64K | Buy |
462
+20
| +5% | +$2.77K | 0.02% | 243 |
|
|
2019
Q3 | $60K | Hold |
442
| – | – | 0.02% | 242 |
|
|
2019
Q2 | $59K | Hold |
442
| – | – | 0.02% | 247 |
|
|
2019
Q1 | $52K | Hold |
442
| – | – | 0.02% | 252 |
|
|
2018
Q4 | $49K | Hold |
442
| – | – | 0.02% | 238 |
|
|
2018
Q3 | $59K | Hold |
442
| – | – | 0.02% | 248 |
|
|
2018
Q2 | $59K | Hold |
442
| – | – | 0.02% | 251 |
|
|
2018
Q1 | $62K | Sell |
442
-195
| -31% | -$27.4K | 0.02% | 245 |
|
|
2017
Q4 | $99K | Sell |
637
-235
| -27% | -$36.5K | 0.03% | 222 |
|
|
2017
Q3 | $134K | Sell |
872
-15
| -2% | -$2.31K | 0.04% | 200 |
|
|
2017
Q2 | $146K | Hold |
887
| – | – | 0.05% | 199 |
|
|
2017
Q1 | $131K | Hold |
887
| – | – | 0.04% | 207 |
|
|
2016
Q4 | $125K | Hold |
887
| – | – | 0.04% | 207 |
|
|
2016
Q3 | $148K | Sell |
887
-5
| -0.6% | -$834 | 0.05% | 191 |
|
|
2016
Q2 | $166K | Hold |
892
| – | – | 0.06% | 179 |
|
|
2016
Q1 | $141K | Sell |
892
-50
| -5% | -$7.9K | 0.05% | 190 |
|
|
2015
Q4 | $186K | Hold |
942
| – | – | 0.07% | 171 |
|
|
2015
Q3 | $175K | Sell |
942
-15
| -2% | -$2.79K | 0.07% | 178 |
|
|
2015
Q2 | $215K | Hold |
957
| – | – | 0.08% | 177 |
|
|
2015
Q1 | $217K | Buy |
957
+400
| +72% | +$90.7K | 0.08% | 176 |
|
|
2014
Q4 | $115K | Sell |
557
-12
| -2% | -$2.48K | 0.04% | 208 |
|
|
2014
Q3 | $111K | Buy |
569
+150
| +36% | +$29.3K | 0.05% | 207 |
|
|
2014
Q2 | $78K | Sell |
419
-20
| -5% | -$3.72K | 0.03% | 242 |
|
|
2014
Q1 | $78K | Sell |
439
-85
| -16% | -$15.1K | 0.03% | 241 |
|
|
2013
Q4 | $85K | Hold |
524
| – | – | 0.04% | 229 |
|
|
2013
Q3 | $67K | Buy |
524
+20
| +4% | +$2.56K | 0.03% | 239 |
|
|
2013
Q2 | $58K | Buy |
+504
| New | +$58K | 0.03% | 249 |
|