Compass Financial Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,243
| Closed | -$1.15M | – | 55 |
|
|
2023
Q1 | $1.15M | Sell |
3,243
-116
| -3% | -$41.3K | 1.46% | 16 |
|
|
2022
Q4 | $1.26M | Sell |
3,359
-14
| -0.4% | -$5.25K | 1.7% | 11 |
|
|
2022
Q3 | $1.15M | Sell |
3,373
-112
| -3% | -$38.1K | 1.7% | 14 |
|
|
2022
Q2 | $1.14M | Sell |
3,485
-41
| -1% | -$13.4K | 1.55% | 14 |
|
|
2022
Q1 | $1.08M | Sell |
3,526
-174
| -5% | -$53.2K | 1.19% | 22 |
|
|
2021
Q4 | $920K | Buy |
+3,700
| New | +$920K | 1.01% | 26 |
|