Fortis Group 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 |
-4,816
| Closed | -$2.81M | – | 510 |
|
2024
Q2 | $2.81M | Sell |
4,816
-4,902
| -50% | -$2.86M | 0.56% | 48 |
|
2024
Q1 | $5.22M | Buy |
9,718
+7,083
| +269% | +$3.8M | 0.96% | 33 |
|
2023
Q4 | $938K | Hold |
2,635
| – | – | 0.23% | 48 |
|
2023
Q3 | $938K | Buy |
2,635
+81
| +3% | +$28.8K | 0.29% | 42 |
|
2023
Q2 | $1.09M | Sell |
2,554
-31
| -1% | -$13.2K | 0.29% | 55 |
|
2023
Q1 | $942K | Buy |
+2,585
| New | +$942K | 0.28% | 48 |
|