Zimmermann Investment Management & Planning’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,361
| Closed | -$2.16M | – | 81 |
|
|
2024
Q3 | $2.16M | Buy |
4,361
+146
| +3% | +$72.2K | 0.66% | 38 |
|
|
2024
Q2 | $2.46M | Buy |
4,215
+779
| +23% | +$455K | 0.82% | 34 |
|
|
2024
Q1 | $1.84M | Buy |
3,436
+82
| +2% | +$44K | 0.66% | 47 |
|
|
2023
Q4 | $1.55M | Sell |
3,354
-522
| -13% | -$242K | 0.64% | 40 |
|
|
2023
Q3 | $1.69M | Buy |
3,876
+335
| +9% | +$146K | 0.81% | 38 |
|
|
2023
Q2 | $1.51M | Buy |
3,541
+171
| +5% | +$73.1K | 0.7% | 40 |
|
|
2023
Q1 | $1.2M | Buy |
3,370
+467
| +16% | +$166K | 0.63% | 40 |
|
|
2022
Q4 | $1.09M | Buy |
2,903
+398
| +16% | +$149K | 0.63% | 34 |
|
|
2022
Q3 | $851K | Buy |
+2,505
| New | +$851K | 0.53% | 37 |
|