Acorn Financial Advisory Services’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $341K | Sell |
466
-2
| -0.4% | -$1.47K | 0.06% | 143 |
|
2025
Q1 | $315K | Hold |
468
| – | – | 0.06% | 142 |
|
2024
Q4 | $267K | Sell |
468
-34
| -7% | -$19.4K | 0.04% | 174 |
|
2024
Q3 | $248K | Hold |
502
| – | – | 0.04% | 175 |
|
2024
Q2 | $293K | Hold |
502
| – | – | 0.05% | 158 |
|
2024
Q1 | $269K | Hold |
502
| – | – | 0.05% | 171 |
|
2023
Q4 | $232K | Buy |
502
+2
| +0.4% | +$926 | 0.04% | 226 |
|
2023
Q3 | $217K | Hold |
500
| – | – | 0.04% | 228 |
|
2023
Q2 | $214K | Buy |
+500
| New | +$214K | 0.04% | 231 |
|