Summit Global Investments’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.92M | Sell |
8,079
-224
| -3% | -$164K | 0.35% | 52 |
|
2025
Q1 | $5.59M | Sell |
8,303
-11,841
| -59% | -$7.97M | 0.41% | 42 |
|
2024
Q4 | $11.5M | Sell |
20,144
-1,503
| -7% | -$857K | 0.72% | 29 |
|
2024
Q3 | $10.7M | Buy |
21,647
+3,476
| +19% | +$1.72M | 0.68% | 33 |
|
2024
Q2 | $10.6M | Sell |
18,171
-1,335
| -7% | -$780K | 0.72% | 29 |
|
2024
Q1 | $10.5M | Sell |
19,506
-10,506
| -35% | -$5.64M | 0.78% | 33 |
|
2023
Q4 | $13.9M | Buy |
30,012
+3,593
| +14% | +$1.66M | 0.91% | 22 |
|
2023
Q3 | $11.5M | Buy |
26,419
+103
| +0.4% | +$44.8K | 0.77% | 30 |
|
2023
Q2 | $11.2M | Sell |
26,316
-625
| -2% | -$267K | 0.74% | 31 |
|
2023
Q1 | $9.59M | Buy |
26,941
+2,787
| +12% | +$992K | 0.74% | 28 |
|
2022
Q4 | $9.06M | Buy |
24,154
+2,020
| +9% | +$758K | 0.76% | 29 |
|
2022
Q3 | $7.52M | Buy |
22,134
+106
| +0.5% | +$36K | 0.7% | 35 |
|
2022
Q2 | $7.19M | Buy |
22,028
+149
| +0.7% | +$48.6K | 0.63% | 38 |
|
2022
Q1 | $6.7M | Buy |
+21,879
| New | +$6.7M | 0.49% | 53 |
|
2017
Q2 | – | Sell |
-6,180
| Closed | -$916K | – | 265 |
|
2017
Q1 | $916K | Buy |
6,180
+450
| +8% | +$66.7K | 0.3% | 73 |
|
2016
Q4 | $805K | Buy |
+5,730
| New | +$805K | 0.29% | 75 |
|