Private Advisory Group’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,582
| Closed | -$782K | – | 230 |
|
2024
Q3 | $782K | Sell |
1,582
-11
| -0.7% | -$5.44K | 0.09% | 135 |
|
2024
Q2 | $930K | Buy |
1,593
+1,102
| +224% | +$644K | 0.12% | 109 |
|
2024
Q1 | $264K | Sell |
491
-1,121
| -70% | -$602K | 0.04% | 164 |
|
2023
Q4 | $746K | Buy |
1,612
+771
| +92% | +$357K | 0.13% | 121 |
|
2023
Q3 | $366K | Buy |
841
+49
| +6% | +$21.3K | 0.07% | 162 |
|
2023
Q2 | $338K | Sell |
792
-169
| -18% | -$72.2K | 0.07% | 176 |
|
2023
Q1 | $342K | Sell |
961
-3,392
| -78% | -$1.21M | 0.07% | 165 |
|
2022
Q4 | $1.63M | Sell |
4,353
-2,900
| -40% | -$1.09M | 0.36% | 67 |
|
2022
Q3 | $2.47M | Buy |
7,253
+3,196
| +79% | +$1.09M | 0.56% | 48 |
|
2022
Q2 | $1.32M | Buy |
4,057
+3,288
| +428% | +$1.07M | 0.3% | 70 |
|
2022
Q1 | $235K | Buy |
+769
| New | +$235K | 0.05% | 150 |
|