Avantra Family 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 -141	-13%	-$103K	0.55%	49
2025 Q1	$705K	Sell	1,048 -203	-16%	-$137K	0.68%	52
2024 Q4	$713K	Buy	+1,251	New	+$713K	0.67%	47