Tandem Investment Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-417
| Closed | -$206K | – | 88 |
|
|
2024
Q3 | $206K | Buy |
417
+13
| +3% | +$6.42K | 0.01% | 83 |
|
|
2024
Q2 | $236K | Sell |
404
-98
| -20% | -$57.2K | 0.01% | 74 |
|
|
2024
Q1 | $269K | Sell |
502
-24
| -5% | -$12.9K | 0.01% | 69 |
|
|
2023
Q4 | $244K | Buy |
526
+4
| +0.8% | +$1.86K | 0.01% | 73 |
|
|
2023
Q3 | $227K | Buy |
522
+10
| +2% | +$4.35K | 0.01% | 73 |
|
|
2023
Q2 | $219K | Sell |
512
-154
| -23% | -$65.9K | 0.01% | 70 |
|
|
2023
Q1 | $237K | Sell |
666
-295
| -31% | -$105K | 0.01% | 70 |
|
|
2022
Q4 | $360K | Buy |
961
+8
| +0.8% | +$3K | 0.02% | 66 |
|
|
2022
Q3 | $324K | Buy |
953
+69
| +8% | +$23.5K | 0.02% | 70 |
|
|
2022
Q2 | $288K | Sell |
884
-19
| -2% | -$6.19K | 0.02% | 68 |
|
|
2022
Q1 | $276K | Sell |
903
-30
| -3% | -$9.17K | 0.02% | 62 |
|
|
2021
Q4 | $232K | Buy |
+933
| New | +$232K | 0.02% | 74 |
|