Consolidated Planning Corp’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
2,246
+228
| +11% | +$167K | 0.21% | 94 |
|
|
2025
Q1 | $1.36M | Sell |
2,018
-345
| -15% | -$232K | 0.19% | 96 |
|
|
2024
Q4 | $1.35M | Buy |
2,363
+1,219
| +107% | +$695K | 0.18% | 86 |
|
|
2024
Q3 | $566K | Buy |
1,144
+297
| +35% | +$147K | 0.08% | 125 |
|
|
2024
Q2 | $495K | Buy |
847
+276
| +48% | +$161K | 0.08% | 113 |
|
|
2024
Q1 | $307K | Buy |
+571
| New | +$307K | 0.05% | 134 |
|
|
2023
Q3 | – | Sell |
-530
| Closed | -$227K | – | 163 |
|
|
2023
Q2 | $227K | Buy |
+530
| New | +$227K | 0.05% | 148 |
|