Sugarloaf Wealth Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $10.3K | Hold |
18
| – | – | ﹤0.01% | 498 |
|
|
2024
Q3 | $8.9K | Hold |
18
| – | – | ﹤0.01% | 515 |
|
|
2024
Q2 | $10.5K | Hold |
18
| – | – | ﹤0.01% | 473 |
|
|
2024
Q1 | $9.66K | Hold |
18
| – | – | ﹤0.01% | 486 |
|
|
2023
Q4 | $8.33K | Hold |
18
| – | – | ﹤0.01% | 504 |
|
|
2023
Q3 | $7.83K | Hold |
18
| – | – | ﹤0.01% | 490 |
|
|
2023
Q2 | $7.69K | Sell |
18
-1,222
| -99% | -$522K | ﹤0.01% | 507 |
|
|
2023
Q1 | $442K | Sell |
1,240
-134
| -10% | -$47.7K | 0.11% | 85 |
|
|
2022
Q4 | $516K | Sell |
1,374
-149
| -10% | -$55.9K | 0.13% | 73 |
|
|
2022
Q3 | $547K | Buy |
1,523
+39
| +3% | +$14K | 0.14% | 70 |
|
|
2022
Q2 | $484K | Buy |
1,484
+22
| +2% | +$7.18K | 0.12% | 74 |
|
|
2022
Q1 | $448K | Buy |
1,462
+1,444
| +8,022% | +$442K | 0.11% | 76 |
|
|
2021
Q4 | $4K | Sell |
18
-237
| -93% | -$52.7K | ﹤0.01% | 615 |
|
|
2021
Q3 | $51K | Buy |
255
+137
| +116% | +$27.4K | 0.01% | 258 |
|
|
2021
Q2 | $23K | Buy |
118
+100
| +556% | +$19.5K | 0.01% | 390 |
|
|
2021
Q1 | $4 | Hold |
18
| – | – | ﹤0.01% | 610 |
|
|
2020
Q4 | $3K | Hold |
18
| – | – | ﹤0.01% | 601 |
|
|
2020
Q3 | $3K | Hold |
18
| – | – | ﹤0.01% | 579 |
|
|
2020
Q2 | $3K | Hold |
18
| – | – | ﹤0.01% | 572 |
|
|
2020
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 598 |
|
|
2019
Q4 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 637 |
|