Summit Securities Group’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.3K | Buy |
+85
| New | +$62.3K | 0.01% | 362 |
|
|
2023
Q3 | – | Sell |
-177
| Closed | -$76K | – | 677 |
|
|
2023
Q2 | $76K | Sell |
177
-101
| -36% | -$43.4K | 0.01% | 221 |
|
|
2023
Q1 | $99K | Buy |
278
+135
| +94% | +$48.1K | 0.01% | 184 |
|
|
2022
Q4 | $54K | Sell |
143
-401
| -74% | -$151K | ﹤0.01% | 489 |
|
|
2022
Q3 | $185K | Buy |
544
+241
| +80% | +$82K | 0.01% | 273 |
|
|
2022
Q2 | $99K | Buy |
303
+242
| +397% | +$79.1K | 0.01% | 267 |
|
|
2022
Q1 | $19K | Sell |
61
-1,255
| -95% | -$391K | ﹤0.01% | 495 |
|
|
2021
Q4 | $327K | Buy |
+1,316
| New | +$327K | 0.02% | 272 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 177 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 183 |
|
|
2016
Q1 | – | Sell |
-4,675
| Closed | -$922K | – | 266 |
|
|
2015
Q4 | $922K | Buy |
+4,675
| New | +$922K | 0.3% | 53 |
|