Fortis Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-348
| Closed | -$203K | – | 110 |
|
|
2024
Q2 | $203K | Buy |
+348
| New | +$203K | 0.14% | 95 |
|
|
2023
Q2 | – | Sell |
-348
| Closed | -$124K | – | 183 |
|
|
2023
Q1 | $124K | Hold |
348
| – | – | 0.08% | 105 |
|
|
2022
Q4 | $131K | Hold |
348
| – | – | 0.1% | 100 |
|
|
2022
Q3 | $118K | Hold |
348
| – | – | 0.08% | 112 |
|
|
2022
Q2 | $114K | Hold |
348
| – | – | 0.08% | 116 |
|
|
2022
Q1 | $107K | Hold |
348
| – | – | 0.06% | 152 |
|
|
2021
Q4 | $87K | Hold |
348
| – | – | 0.05% | 148 |
|
|
2021
Q3 | $69K | Hold |
348
| – | – | 0.04% | 163 |
|
|
2021
Q2 | $67K | Hold |
348
| – | – | 0.04% | 171 |
|
|
2021
Q1 | $68K | Hold |
348
| – | – | 0.05% | 132 |
|
|
2020
Q4 | $61K | Hold |
348
| – | – | 0.05% | 106 |
|
|
2020
Q3 | $52K | Sell |
348
-21
| -6% | -$3.14K | 0.05% | 101 |
|
|
2020
Q2 | $57K | Buy |
+369
| New | +$57K | 0.06% | 106 |
|
|
2018
Q4 | – | Sell |
-144
| Closed | -$19K | – | 318 |
|
|
2018
Q3 | $19K | Hold |
144
| – | – | 0.01% | 258 |
|
|
2018
Q2 | $19K | Buy |
+144
| New | +$19K | 0.01% | 252 |
|