Synergy Asset Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-56
| Closed | -$27.7K | – | 531 |
|
|
2024
Q4 | $27.7K | Buy |
+56
| New | +$27.7K | ﹤0.01% | 333 |
|
|
2024
Q3 | – | Sell |
-349
| Closed | -$204K | – | 162 |
|
|
2024
Q2 | $204K | Buy |
+349
| New | +$204K | 0.03% | 129 |
|
|
2022
Q1 | – | Sell |
-1,768
| Closed | -$439K | – | 114 |
|
|
2021
Q4 | $439K | Buy |
1,768
+59
| +3% | +$14.7K | 0.1% | 67 |
|
|
2021
Q3 | $340K | Buy |
+1,709
| New | +$340K | 0.08% | 69 |
|