Concurrent Investment Advisors’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
1,987
+211
| +12% | +$155K | 0.03% | 503 |
|
|
2025
Q1 | $1.2M | Buy |
1,776
+99
| +6% | +$66.6K | 0.03% | 492 |
|
|
2024
Q4 | $956K | Sell |
1,677
-34
| -2% | -$19.4K | 0.03% | 494 |
|
|
2024
Q3 | $846K | Sell |
1,711
-209
| -11% | -$103K | 0.03% | 502 |
|
|
2024
Q2 | $1.12M | Buy |
1,920
+305
| +19% | +$178K | 0.04% | 398 |
|
|
2024
Q1 | $867K | Buy |
1,615
+262
| +19% | +$141K | 0.03% | 403 |
|
|
2023
Q4 | $626K | Buy |
+1,353
| New | +$626K | 0.03% | 437 |
|