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