Wakefield Asset Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,291
| Closed | -$3.38M | – | 171 |
|
|
2024
Q1 | $3.38M | Sell |
6,291
-58
| -0.9% | -$31.1K | 1.17% | 32 |
|
|
2023
Q4 | $2.94M | Buy |
6,349
+162
| +3% | +$75K | 1.09% | 40 |
|
|
2023
Q3 | $2.69M | Sell |
6,187
-459
| -7% | -$200K | 1.22% | 20 |
|
|
2023
Q2 | $2.84M | Sell |
6,646
-351
| -5% | -$150K | 1.13% | 26 |
|
|
2023
Q1 | $2.49M | Sell |
6,997
-77
| -1% | -$27.4K | 1.03% | 37 |
|
|
2022
Q4 | $2.65M | Buy |
7,074
+32
| +0.5% | +$12K | 1.12% | 29 |
|
|
2022
Q3 | $2.39M | Buy |
+7,042
| New | +$2.39M | 1.1% | 34 |
|