CPA
Clear Point Advisors’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Sell |
498
-52
| -9% | -$38.1K | 0.31% | 83 |
|
|
2025
Q1 | $370K | Hold |
550
| – | – | 0.33% | 79 |
|
|
2024
Q4 | $313K | Buy |
550
+1
| +0.2% | +$570 | 0.27% | 87 |
|
|
2024
Q3 | $271K | Buy |
549
+1
| +0.2% | +$494 | 0.21% | 95 |
|
|
2024
Q2 | $320K | Hold |
548
| – | – | 0.26% | 85 |
|
|
2024
Q1 | $294K | Buy |
548
+1
| +0.2% | +$537 | 0.24% | 87 |
|
|
2023
Q4 | $253K | Buy |
+547
| New | +$253K | 0.22% | 88 |
|