SAM
Simplify Asset Management’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,114
| Closed | -$2.29M | – | 120 |
|
|
2022
Q4 | $2.29M | Buy |
6,114
+490
| +9% | +$184K | 0.35% | 20 |
|
|
2022
Q3 | $1.91M | Buy |
5,624
+1,750
| +45% | +$595K | 0.2% | 21 |
|
|
2022
Q2 | $1.26M | Buy |
3,874
+2,862
| +283% | +$934K | 0.05% | 21 |
|
|
2022
Q1 | $310K | Buy |
+1,012
| New | +$310K | 0.01% | 61 |
|