Continuum Advisory’s McKesson MCK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$274K Buy
374
+55
+17% +$40.3K 0.03% 355
2025
Q1
$215K Buy
319
+3
+0.9% +$2.02K 0.03% 378
2024
Q4
$180K Sell
316
-101
-24% -$57.6K 0.02% 404
2024
Q3
$255K Sell
417
-73
-15% -$44.6K 0.03% 348
2024
Q2
$286K Sell
490
-5,746
-92% -$3.36M 0.04% 314
2024
Q1
$3.46M Buy
6,236
+1,203
+24% +$668K 0.52% 31
2023
Q4
$2.33M Buy
5,033
+592
+13% +$274K 0.33% 70
2023
Q3
$1.93M Buy
4,441
+308
+7% +$134K 0.31% 84
2023
Q2
$1.77M Buy
4,133
+2,267
+121% +$969K 0.28% 93
2023
Q1
$664K Sell
1,866
-17
-0.9% -$6.05K 0.11% 217
2022
Q4
$706K Sell
1,883
-6
-0.3% -$2.25K 0.13% 196
2022
Q3
$642K Sell
1,889
-592
-24% -$201K 0.11% 193
2022
Q2
$809K Buy
2,481
+1,383
+126% +$451K 0.15% 169
2022
Q1
$340K Buy
+1,098
New +$340K 0.06% 295
2019
Q1
Sell
-2,695
Closed -$298K 148
2018
Q4
$298K Sell
2,695
-582
-18% -$64.4K 0.22% 110
2018
Q3
$434K Buy
3,277
+27
+0.8% +$3.58K 0.29% 83
2018
Q2
$434K Buy
3,250
+292
+10% +$39K 0.32% 76
2018
Q1
$417K Buy
2,958
+442
+18% +$62.3K 0.35% 71
2017
Q4
$392K Buy
2,516
+45
+2% +$7.01K 0.3% 98
2017
Q3
$380K Sell
2,471
-9
-0.4% -$1.38K 0.33% 92
2017
Q2
$408K Buy
2,480
+411
+20% +$67.6K 0.4% 75
2017
Q1
$307K Buy
+2,069
New +$307K 0.37% 76