WESPAC Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,556
| Closed | -$1.49M | – | 159 |
|
|
2024
Q2 | $1.49M | Sell |
2,556
-1,033
| -29% | -$603K | 1.17% | 20 |
|
|
2024
Q1 | $1.93M | Buy |
3,589
+1,151
| +47% | +$618K | 1.12% | 21 |
|
|
2023
Q4 | $1.13M | Buy |
2,438
+80
| +3% | +$37K | 0.78% | 42 |
|
|
2023
Q3 | $1.03M | Buy |
2,358
+647
| +38% | +$281K | 0.77% | 46 |
|
|
2023
Q2 | $731K | Hold |
1,711
| – | – | 0.59% | 59 |
|
|
2023
Q1 | $609K | Sell |
1,711
-642
| -27% | -$229K | 0.57% | 57 |
|
|
2022
Q4 | $883K | Sell |
2,353
-44
| -2% | -$16.5K | 1.53% | 18 |
|
|
2022
Q3 | $815K | Buy |
+2,397
| New | +$815K | 1.1% | 33 |
|