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