VisionPoint 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 |
-2,028
| Closed | -$1M | – | 306 |
|
|
2024
Q3 | $1M | Buy |
2,028
+153
| +8% | +$75.6K | 0.34% | 84 |
|
|
2024
Q2 | $1.1M | Buy |
1,875
+165
| +10% | +$96.4K | 0.39% | 70 |
|
|
2024
Q1 | $918K | Sell |
1,710
-1,942
| -53% | -$1.04M | 0.33% | 82 |
|
|
2023
Q4 | $1.69M | Buy |
3,652
+247
| +7% | +$114K | 0.62% | 46 |
|
|
2023
Q3 | $1.48M | Buy |
3,405
+415
| +14% | +$180K | 0.63% | 46 |
|
|
2023
Q2 | $1.28M | Buy |
2,990
+1,244
| +71% | +$532K | 0.52% | 55 |
|
|
2023
Q1 | $620K | Buy |
1,746
+1,085
| +164% | +$385K | 0.27% | 76 |
|
|
2022
Q4 | $243K | Buy |
+661
| New | +$243K | 0.1% | 121 |
|