Cardinal Point Capital Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $473K | Buy |
645
+14
| +2% | +$10.3K | 0.04% | 152 |
|
2025
Q1 | $425K | Sell |
631
-70
| -10% | -$47.2K | 0.04% | 128 |
|
2024
Q4 | $400K | Sell |
701
-111
| -14% | -$63.4K | 0.06% | 61 |
|
2024
Q3 | $402K | Hold |
812
| – | – | 0.07% | 61 |
|
2024
Q2 | $475K | Hold |
812
| – | – | 0.08% | 54 |
|
2024
Q1 | $437K | Hold |
812
| – | – | 0.08% | 50 |
|
2023
Q4 | $377K | Sell |
812
-66
| -8% | -$30.6K | 0.09% | 50 |
|
2023
Q3 | $383K | Hold |
878
| – | – | 0.1% | 52 |
|
2023
Q2 | $376K | Hold |
878
| – | – | 0.11% | 50 |
|
2023
Q1 | $313K | Hold |
878
| – | – | 0.1% | 62 |
|
2022
Q4 | $330K | Buy |
+878
| New | +$330K | 0.11% | 53 |
|