Tradewinds Capital Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-250
| Closed | -$77K | – | 648 |
|
2022
Q1 | $77K | Hold |
250
| – | – | 0.01% | 194 |
|
2021
Q4 | $62K | Hold |
250
| – | – | 0.01% | 234 |
|
2021
Q3 | $50K | Hold |
250
| – | – | 0.01% | 240 |
|
2021
Q2 | $48K | Hold |
250
| – | – | 0.01% | 261 |
|
2021
Q1 | $49K | Hold |
250
| – | – | 0.01% | 242 |
|
2020
Q4 | $43K | Hold |
250
| – | – | 0.01% | 236 |
|
2020
Q3 | $37K | Hold |
250
| – | – | 0.01% | 230 |
|
2020
Q2 | $38K | Sell |
250
-72
| -22% | -$10.9K | 0.01% | 211 |
|
2020
Q1 | $44K | Hold |
322
| – | – | 0.01% | 189 |
|
2019
Q4 | $45K | Hold |
322
| – | – | 0.01% | 207 |
|
2019
Q3 | $44K | Hold |
322
| – | – | 0.02% | 188 |
|
2019
Q2 | $43K | Hold |
322
| – | – | 0.02% | 193 |
|
2019
Q1 | $38K | Sell |
322
-99
| -24% | -$11.7K | 0.01% | 208 |
|
2018
Q4 | $47K | Hold |
421
| – | – | 0.02% | 194 |
|
2018
Q3 | $56K | Sell |
421
-150
| -26% | -$20K | 0.02% | 203 |
|
2018
Q2 | $76K | Hold |
571
| – | – | 0.03% | 169 |
|
2018
Q1 | $80K | Hold |
571
| – | – | 0.04% | 158 |
|
2017
Q4 | $89K | Buy |
571
+501
| +716% | +$78.1K | 0.04% | 155 |
|
2017
Q3 | $11K | Hold |
70
| – | – | 0.01% | 380 |
|
2017
Q2 | $12K | Sell |
70
-44
| -39% | -$7.54K | 0.01% | 372 |
|
2017
Q1 | $17K | Buy |
114
+9
| +9% | +$1.34K | 0.01% | 318 |
|
2016
Q4 | $15K | Buy |
105
+70
| +200% | +$10K | 0.01% | 328 |
|
2016
Q3 | $6K | Hold |
35
| – | – | ﹤0.01% | 422 |
|
2016
Q2 | $7K | Hold |
35
| – | – | 0.01% | 403 |
|
2016
Q1 | $6K | Hold |
35
| – | – | ﹤0.01% | 451 |
|
2015
Q4 | $7K | Hold |
35
| – | – | 0.01% | 416 |
|
2015
Q3 | $6K | Hold |
35
| – | – | ﹤0.01% | 422 |
|
2015
Q2 | $8K | Hold |
35
| – | – | 0.01% | 436 |
|
2015
Q1 | $8K | Hold |
35
| – | – | 0.01% | 398 |
|
2014
Q4 | $7K | Hold |
35
| – | – | 0.01% | 422 |
|
2014
Q3 | $7K | Hold |
35
| – | – | 0.01% | 410 |
|
2014
Q2 | $7K | Hold |
35
| – | – | 0.01% | 413 |
|
2014
Q1 | $6K | Hold |
35
| – | – | ﹤0.01% | 445 |
|
2013
Q4 | $6K | Buy |
+35
| New | +$6K | ﹤0.01% | 426 |
|