Claro 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 | $1.54M | Sell |
2,099
-331
| -14% | -$243K | 0.25% | 84 |
|
|
2025
Q1 | $1.64M | Sell |
2,430
-141
| -5% | -$94.9K | 0.22% | 85 |
|
|
2024
Q4 | $1.47M | Buy |
2,571
+183
| +8% | +$104K | 0.2% | 94 |
|
|
2024
Q3 | $1.18M | Buy |
2,388
+248
| +12% | +$123K | 0.15% | 127 |
|
|
2024
Q2 | $1.25M | Buy |
2,140
+75
| +4% | +$43.8K | 0.2% | 101 |
|
|
2024
Q1 | $1.11M | Buy |
2,065
+55
| +3% | +$29.5K | 0.19% | 112 |
|
|
2023
Q4 | $930K | Buy |
2,010
+93
| +5% | +$43K | 0.2% | 111 |
|
|
2023
Q3 | $834K | Buy |
1,917
+74
| +4% | +$32.2K | 0.21% | 114 |
|
|
2023
Q2 | $788K | Sell |
1,843
-102
| -5% | -$43.6K | 0.2% | 125 |
|
|
2023
Q1 | $692K | Sell |
1,945
-40
| -2% | -$14.2K | 0.2% | 124 |
|
|
2022
Q4 | $745K | Buy |
+1,985
| New | +$745K | 0.24% | 100 |
|
|
2019
Q1 | – | Sell |
-38
| Closed | -$5K | – | 619 |
|
|
2018
Q4 | $5K | Buy |
+38
| New | +$5K | ﹤0.01% | 788 |
|