Capital Performance Advisors’s McKesson MCK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$398K Buy
542
+42
+8% +$30.8K 0.08% 127
2025
Q1
$337K Buy
500
+136
+37% +$91.7K 0.07% 147
2024
Q4
$208K Buy
364
+335
+1,155% +$191K 0.07% 146
2024
Q3
$14.5K Buy
+29
New +$14.5K ﹤0.01% 698