HAG
HighPoint Advisor Group’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Buy |
4,159
+43
| +1% | +$31.5K | 0.16% | 109 |
|
|
2025
Q1 | $2.91M | Buy |
4,116
+371
| +10% | +$262K | 0.17% | 106 |
|
|
2024
Q4 | $2.29M | Sell |
3,745
-84
| -2% | -$51.3K | 0.12% | 136 |
|
|
2024
Q3 | $2.02M | Sell |
3,829
-40
| -1% | -$21.1K | 0.12% | 146 |
|
|
2024
Q2 | $2.36M | Sell |
3,869
-106
| -3% | -$64.6K | 0.14% | 122 |
|
|
2024
Q1 | $2.21M | Sell |
3,975
-33
| -0.8% | -$18.3K | 0.16% | 113 |
|
|
2023
Q4 | $2.14M | Buy |
+4,008
| New | +$2.14M | 0.15% | 114 |
|
|
2022
Q2 | $535K | Buy |
+1,665
| New | +$535K | 0.06% | 271 |
|
|
2021
Q3 | $353K | Sell |
1,770
-228
| -11% | -$45.5K | 0.03% | 369 |
|
|
2021
Q2 | $382K | Buy |
1,998
+454
| +29% | +$86.8K | 0.04% | 354 |
|
|
2021
Q1 | $295K | Buy |
1,544
+124
| +9% | +$23.7K | 0.03% | 374 |
|
|
2020
Q4 | $263K | Buy |
+1,420
| New | +$263K | 0.03% | 377 |
|
|
2020
Q1 | – | Sell |
-1,338
| Closed | -$207K | – | 374 |
|
|
2019
Q4 | $207K | Sell |
1,338
-2,150
| -62% | -$333K | 0.04% | 327 |
|
|
2019
Q3 | $489K | Sell |
3,488
-181
| -5% | -$25.4K | 0.11% | 163 |
|
|
2019
Q2 | $509K | Buy |
+3,669
| New | +$509K | 0.12% | 152 |
|
|
2018
Q2 | – | Sell |
-1,382
| Closed | -$201K | – | 340 |
|
|
2018
Q1 | $201K | Sell |
1,382
-49
| -3% | -$7.13K | 0.06% | 307 |
|
|
2017
Q4 | $209K | Buy |
+1,431
| New | +$209K | 0.06% | 273 |
|