SFM
Signet Financial Management’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Buy |
4,159
+19
| +0.5% | +$13.9K | 0.38% | 86 |
|
|
2025
Q1 | $2.79M | Buy |
4,140
+75
| +2% | +$50.5K | 0.38% | 90 |
|
|
2024
Q4 | $2.32M | Buy |
4,065
+51
| +1% | +$29.1K | 0.3% | 102 |
|
|
2024
Q3 | $1.98M | Buy |
4,014
+54
| +1% | +$26.7K | 0.25% | 120 |
|
|
2024
Q2 | $2.31M | Buy |
3,960
+163
| +4% | +$95.2K | 0.31% | 104 |
|
|
2024
Q1 | $2.04M | Buy |
+3,797
| New | +$2.04M | 0.28% | 111 |
|
|
2022
Q1 | – | Sell |
-8
| Closed | -$2K | – | 868 |
|
|
2021
Q4 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 1324 |
|
|
2018
Q4 | – | Sell |
-944
| Closed | -$125K | – | 567 |
|
|
2018
Q3 | $125K | Sell |
944
-1
| -0.1% | -$132 | 0.02% | 279 |
|
|
2018
Q2 | $126K | Hold |
945
| – | – | 0.02% | 282 |
|
|
2018
Q1 | $133K | Buy |
+945
| New | +$133K | 0.02% | 249 |
|
|
2016
Q4 | – | Sell |
-32,717
| Closed | -$5.46M | – | 190 |
|
|
2016
Q3 | $5.46M | Sell |
32,717
-2,154
| -6% | -$359K | 1.28% | 28 |
|
|
2016
Q2 | $6.51M | Sell |
34,871
-5,341
| -13% | -$997K | 1.51% | 19 |
|
|
2016
Q1 | $6.32M | Sell |
40,212
-1,207
| -3% | -$190K | 1.33% | 28 |
|
|
2015
Q4 | $8.17M | Buy |
41,419
+1,131
| +3% | +$223K | 1.67% | 19 |
|
|
2015
Q3 | $7.45M | Buy |
40,288
+6,988
| +21% | +$1.29M | 1.69% | 19 |
|
|
2015
Q2 | $7.49M | Buy |
33,300
+8,781
| +36% | +$1.97M | 1.72% | 14 |
|
|
2015
Q1 | $5.55M | Buy |
24,519
+5,414
| +28% | +$1.22M | 1.54% | 14 |
|
|
2014
Q4 | $3.97M | Buy |
+19,105
| New | +$3.97M | 1.45% | 21 |
|