Austin Private Wealth’s McKesson MCK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$665K Sell
907
-8
-0.9% -$5.86K 0.05% 147
2025
Q1
$616K Sell
915
-5
-0.5% -$3.37K 0.06% 140
2024
Q4
$524K Sell
920
-84
-8% -$47.9K 0.05% 140
2024
Q3
$496K Sell
1,004
-88
-8% -$43.5K 0.05% 127
2024
Q2
$638K Sell
1,092
-2
-0.2% -$1.17K 0.07% 102
2024
Q1
$591K Hold
1,094
0.07% 102
2023
Q4
$507K Buy
1,094
+27
+3% +$12.5K 0.06% 104
2023
Q3
$464K Sell
1,067
-54
-5% -$23.5K 0.07% 97
2023
Q2
$479K Buy
+1,121
New +$479K 0.07% 95