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 |
|