Kings Point Capital Management’s McKesson MCK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	$109K	Hold	357	–	–	0.01%	257
2021 Q4	$89K	Sell	357 -5	-1%	-$1.25K	0.01%	303
2021 Q3	$72K	Hold	362	–	–	0.01%	307
2021 Q2	$69K	Sell	362 -6	-2%	-$1.14K	0.01%	310
2021 Q1	$72K	Hold	368	–	–	0.01%	286
2020 Q4	$64K	Hold	368	–	–	0.01%	293
2020 Q3	$55K	Hold	368	–	–	0.01%	305
2020 Q2	$56K	Hold	368	–	–	0.01%	265
2020 Q1	$50K	Hold	368	–	–	0.01%	274
2019 Q4	$51K	Sell	368 -5	-1%	-$693	0.01%	302
2019 Q3	$51K	Hold	373	–	–	0.01%	288
2019 Q2	$50K	Sell	373 -470	-56%	-$63K	0.01%	258
2019 Q1	$99K	Hold	843	–	–	0.02%	175
2018 Q4	$93K	Sell	843 -13	-2%	-$1.43K	0.02%	165
2018 Q3	$114K	Sell	856 -17	-2%	-$2.26K	0.02%	177
2018 Q2	$116K	Hold	873	–	–	0.02%	173
2018 Q1	$123K	Hold	873	–	–	0.02%	166
2017 Q4	$136K	Hold	873	–	–	0.03%	167
2017 Q3	$134K	Hold	873	–	–	0.03%	159
2017 Q2	$144K	Hold	873	–	–	0.03%	157
2017 Q1	$129K	Sell	873 -264	-23%	-$39K	0.03%	158
2016 Q4	$160K	Hold	1,137	–	–	0.04%	141
2016 Q3	$190K	Buy	1,137 +154	+16%	+$25.7K	0.05%	122
2016 Q2	$183K	Sell	983 -59	-6%	-$11K	0.05%	120
2016 Q1	$164K	Sell	1,042 -53	-5%	-$8.34K	0.04%	122
2015 Q4	$216K	Buy	1,095 +192	+21%	+$37.9K	0.05%	112
2015 Q3	$167K	Hold	903	–	–	0.04%	129
2015 Q2	$203K	Hold	903	–	–	0.05%	123
2015 Q1	$204K	Hold	903	–	–	0.05%	121
2014 Q4	$187K	Buy	903 +1	+0.1%	+$207	0.05%	115
2014 Q3	$176K	Buy	902 +111	+14%	+$21.7K	0.05%	114
2014 Q2	$147K	Sell	791 -111	-12%	-$20.6K	0.04%	119
2014 Q1	$159K	Hold	902	–	–	0.05%	106
2013 Q4	$146K	Buy	902 +1	+0.1%	+$162	0.05%	108
2013 Q3	$116K	Hold	901	–	–	0.04%	122
2013 Q2	$103K	Buy	+901	New	+$103K	0.04%	135