Cape Investment Advisory’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.9K | Sell |
120
-2
| -2% | -$1.47K | 0.03% | 284 |
|
|
2025
Q1 | $82.1K | Buy |
122
+20
| +20% | +$13.5K | 0.03% | 273 |
|
|
2024
Q4 | $58.1K | Buy |
102
+8
| +9% | +$4.56K | 0.02% | 311 |
|
|
2024
Q3 | $46.5K | Buy |
94
+36
| +62% | +$17.8K | 0.02% | 329 |
|
|
2024
Q2 | $33.9K | Buy |
58
+16
| +38% | +$9.35K | 0.02% | 353 |
|
|
2024
Q1 | $22.5K | Sell |
42
-3
| -7% | -$1.61K | 0.01% | 426 |
|
|
2023
Q4 | $20.8K | Buy |
45
+4
| +10% | +$1.85K | 0.01% | 525 |
|
|
2023
Q3 | $17.8K | Sell |
41
-41
| -50% | -$17.8K | 0.01% | 459 |
|
|
2023
Q2 | $35K | Buy |
82
+10
| +14% | +$4.27K | 0.02% | 347 |
|
|
2023
Q1 | $25.6K | Buy |
+72
| New | +$25.6K | 0.02% | 384 |
|