Ullmann Wealth Partners Group’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,332
| Closed | -$2.07M | – | 86 |
|
|
2022
Q2 | $2.07M | Buy |
+6,332
| New | +$2.07M | 0.56% | 23 |
|
|
2021
Q3 | – | Sell |
-5,800
| Closed | -$1.11M | – | 88 |
|
|
2021
Q2 | $1.11M | Buy |
+5,800
| New | +$1.11M | 0.46% | 28 |
|
|
2020
Q4 | – | Sell |
-2,160
| Closed | -$322K | – | 72 |
|
|
2020
Q3 | $322K | Sell |
2,160
-24
| -1% | -$3.58K | 0.18% | 50 |
|
|
2020
Q2 | $335K | Hold |
2,184
| – | – | 0.21% | 46 |
|
|
2020
Q1 | $295K | Hold |
2,184
| – | – | 0.22% | 40 |
|
|
2019
Q4 | $302K | Buy |
+2,184
| New | +$302K | 0.18% | 48 |
|
|
2017
Q3 | – | Sell |
-444
| Closed | -$73K | – | 99 |
|
|
2017
Q2 | $73K | Buy |
+444
| New | +$73K | 0.05% | 81 |
|