Kapstone Financial Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Sell |
357
-11
| -3% | -$8.06K | 0.13% | 90 |
|
|
2025
Q1 | $248K | Hold |
368
| – | – | 0.14% | 88 |
|
|
2024
Q4 | $222K | Buy |
+368
| New | +$222K | 0.12% | 99 |
|
|
2024
Q3 | – | Sell |
-377
| Closed | -$220K | – | 111 |
|
|
2024
Q2 | $220K | Sell |
377
-3
| -0.8% | -$1.75K | 0.14% | 94 |
|
|
2024
Q1 | $204K | Buy |
+380
| New | +$204K | 0.14% | 100 |
|