Centerpoint 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 | – | Sell |
-169
| Closed | -$114K | – | 417 |
|
|
2025
Q1 | $114K | Hold |
169
| – | – | 0.04% | 114 |
|
|
2024
Q4 | $96K | Sell |
169
-25
| -13% | -$14.2K | 0.03% | 127 |
|
|
2024
Q3 | $96K | Hold |
194
| – | – | 0.03% | 124 |
|
|
2024
Q2 | $113K | Hold |
194
| – | – | 0.04% | 118 |
|
|
2024
Q1 | $104K | Hold |
194
| – | – | 0.04% | 122 |
|
|
2023
Q4 | $90K | Sell |
194
-2
| -1% | -$928 | 0.04% | 119 |
|
|
2023
Q3 | $85K | Sell |
196
-6
| -3% | -$2.6K | 0.04% | 128 |
|
|
2023
Q2 | $86K | Buy |
202
+200
| +10,000% | +$85.1K | 0.03% | 132 |
|
|
2023
Q1 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 509 |
|
|
2021
Q3 | – | Sell |
-67
| Closed | -$13K | – | 301 |
|
|
2021
Q2 | $13K | Buy |
+67
| New | +$13K | 0.01% | 190 |
|
|
2018
Q3 | – | Sell |
-14
| Closed | -$2K | – | 312 |
|
|
2018
Q2 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 312 |
|