Winslow Evans & Crocker’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $73K | Buy |
420
+120
| +40% | +$20.9K | 0.01% | 516 |
|
|
2020
Q3 | $45K | Hold |
300
| – | – | 0.01% | 481 |
|
|
2020
Q2 | $46K | Buy |
300
+24
| +9% | +$3.68K | 0.01% | 476 |
|
|
2020
Q1 | $38K | Hold |
276
| – | – | 0.01% | 470 |
|
|
2019
Q4 | $40K | Hold |
276
| – | – | 0.01% | 540 |
|
|
2019
Q3 | $38K | Hold |
276
| – | – | 0.01% | 548 |
|
|
2019
Q2 | $38K | Hold |
276
| – | – | 0.01% | 570 |
|
|
2019
Q1 | $34K | Hold |
276
| – | – | 0.01% | 573 |
|
|
2018
Q4 | $32K | Sell |
276
-76
| -22% | -$8.81K | 0.01% | 543 |
|
|
2018
Q3 | $48K | Hold |
352
| – | – | 0.01% | 491 |
|
|
2018
Q2 | $50K | Sell |
352
-74
| -17% | -$10.5K | 0.02% | 498 |
|
|
2018
Q1 | $59.9K | Sell |
426
-44
| -9% | -$6.18K | 0.02% | 450 |
|
|
2017
Q4 | $73.3K | Sell |
470
-56
| -11% | -$8.73K | 0.02% | 422 |
|
|
2017
Q3 | $80.6K | Sell |
526
-189
| -26% | -$29K | 0.03% | 394 |
|
|
2017
Q2 | $118K | Sell |
715
-1
| -0.1% | -$165 | 0.03% | 403 |
|
|
2017
Q1 | $106K | Sell |
716
-400
| -36% | -$59.2K | 0.03% | 402 |
|
|
2016
Q4 | $157K | Buy |
1,116
+400
| +56% | +$56.1K | 0.05% | 322 |
|
|
2016
Q3 | $119K | Sell |
716
-100
| -12% | -$16.7K | 0.03% | 374 |
|
|
2016
Q2 | $152K | Buy |
816
+101
| +14% | +$18.8K | 0.05% | 311 |
|
|
2016
Q1 | $112K | Sell |
715
-201
| -22% | -$31.6K | 0.03% | 347 |
|
|
2015
Q4 | $180K | Hold |
916
| – | – | 0.05% | 310 |
|
|
2015
Q3 | $169K | Hold |
916
| – | – | 0.05% | 301 |
|
|
2015
Q2 | $206K | Buy |
916
+180
| +24% | +$40.4K | 0.06% | 304 |
|
|
2015
Q1 | $166K | Hold |
736
| – | – | 0.05% | 332 |
|
|
2014
Q4 | $153K | Buy |
736
+232
| +46% | +$48.1K | 0.04% | 330 |
|
|
2014
Q3 | $97.7K | Buy |
504
+394
| +358% | +$76.4K | 0.03% | 421 |
|
|
2014
Q2 | $20.5K | Buy |
+110
| New | +$20.5K | 0.01% | 674 |
|
|
2014
Q1 | – | Sell |
-50
| Closed | -$8K | – | 1351 |
|
|
2013
Q4 | $8K | Buy |
+50
| New | +$8K | ﹤0.01% | 994 |
|