Syntax Advisors’s McKesson MCK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$205K Sell
471
-29
-6% -$12.6K 0.18% 180
2023
Q2
$214K Sell
500
-105
-17% -$44.9K 0.17% 180
2023
Q1
$215K Buy
605
+54
+10% +$19.2K 0.16% 198
2022
Q4
$207K Sell
551
-47
-8% -$17.6K 0.17% 188
2022
Q3
$203K Sell
598
-58
-9% -$19.7K 0.17% 185
2022
Q2
$214K Sell
656
-36
-5% -$11.7K 0.18% 176
2022
Q1
$212K Sell
692
-254
-27% -$77.8K 0.18% 194
2021
Q4
$235K Buy
+946
New +$235K 0.17% 192