Capital Asset 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
Q1 | – | Sell |
-744
| Closed | -$430K | – | 300 |
|
|
2024
Q4 | $430K | Buy |
744
+52
| +8% | +$30K | 0.02% | 197 |
|
|
2024
Q3 | $342K | Buy |
692
+5
| +0.7% | +$2.47K | 0.02% | 234 |
|
|
2024
Q2 | $403K | Buy |
687
+7
| +1% | +$4.11K | 0.02% | 206 |
|
|
2024
Q1 | $367K | Sell |
680
-66
| -9% | -$35.6K | 0.02% | 221 |
|
|
2023
Q4 | $346K | Sell |
746
-107
| -13% | -$49.6K | 0.02% | 227 |
|
|
2023
Q3 | $390K | Buy |
853
+81
| +10% | +$37K | 0.03% | 219 |
|
|
2023
Q2 | $316K | Sell |
772
-20
| -3% | -$8.19K | 0.02% | 248 |
|
|
2023
Q1 | $282K | Sell |
792
-62
| -7% | -$22.1K | 0.02% | 273 |
|
|
2022
Q4 | $325K | Sell |
854
-156
| -15% | -$59.4K | 0.03% | 256 |
|
|
2022
Q3 | $343K | Buy |
1,010
+380
| +60% | +$129K | 0.04% | 225 |
|
|
2022
Q2 | $206K | Buy |
+630
| New | +$206K | 0.02% | 368 |
|
|
2021
Q1 | – | Sell |
-559
| Closed | -$97K | – | 1152 |
|
|
2020
Q4 | $97K | Buy |
+559
| New | +$97K | 0.02% | 466 |
|
|
2020
Q1 | – | Sell |
-1,368
| Closed | -$225K | – | 579 |
|
|
2019
Q4 | $225K | Buy |
+1,368
| New | +$225K | 0.05% | 323 |
|