Shufro Rose & Co’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Hold |
300
| – | – | 0.02% | 276 |
|
|
2025
Q1 | $202K | Buy |
+300
| New | +$202K | 0.02% | 280 |
|
|
2022
Q2 | – | Sell |
-700
| Closed | -$214K | – | 337 |
|
|
2022
Q1 | $214K | Sell |
700
-2,000
| -74% | -$611K | 0.02% | 279 |
|
|
2021
Q4 | $671K | Hold |
2,700
| – | – | 0.05% | 158 |
|
|
2021
Q3 | $538K | Hold |
2,700
| – | – | 0.04% | 162 |
|
|
2021
Q2 | $516K | Hold |
2,700
| – | – | 0.04% | 158 |
|
|
2021
Q1 | $527K | Hold |
2,700
| – | – | 0.04% | 158 |
|
|
2020
Q4 | $470K | Hold |
2,700
| – | – | 0.04% | 166 |
|
|
2020
Q3 | $402K | Hold |
2,700
| – | – | 0.04% | 173 |
|
|
2020
Q2 | $414K | Hold |
2,700
| – | – | 0.04% | 171 |
|
|
2020
Q1 | $365K | Hold |
2,700
| – | – | 0.04% | 174 |
|
|
2019
Q4 | $373K | Hold |
2,700
| – | – | 0.03% | 195 |
|
|
2019
Q3 | $369K | Hold |
2,700
| – | – | 0.04% | 193 |
|
|
2019
Q2 | $363K | Buy |
+2,700
| New | +$363K | 0.04% | 198 |
|
|
2019
Q1 | – | Sell |
-700
| Closed | -$77K | – | 306 |
|
|
2018
Q4 | $77K | Sell |
700
-2,600
| -79% | -$286K | 0.01% | 277 |
|
|
2018
Q3 | $438K | Buy |
3,300
+100
| +3% | +$13.3K | 0.04% | 188 |
|
|
2018
Q2 | $427K | Buy |
+3,200
| New | +$427K | 0.04% | 178 |
|