Avion 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 | $159K | Sell |
217
-89
| -29% | -$65.2K | 0.04% | 106 |
|
|
2025
Q1 | $174K | Hold |
306
| – | – | 0.04% | 91 |
|
|
2024
Q4 | $174K | Buy |
306
+98
| +47% | +$55.7K | 0.04% | 91 |
|
|
2024
Q3 | $102K | Hold |
208
| – | – | 0.03% | 124 |
|
|
2024
Q2 | $121K | Buy |
208
+3
| +1% | +$1.75K | 0.03% | 102 |
|
|
2024
Q1 | $111K | Sell |
205
-61
| -23% | -$33K | 0.03% | 108 |
|
|
2023
Q4 | $123K | Buy |
266
+1
| +0.4% | +$462 | 0.03% | 97 |
|
|
2023
Q3 | $114K | Buy |
265
+21
| +9% | +$9.03K | 0.03% | 94 |
|
|
2023
Q2 | $103K | Sell |
244
-4
| -2% | -$1.69K | 0.03% | 110 |
|
|
2023
Q1 | $93K | Buy |
248
+8
| +3% | +$3K | 0.03% | 105 |
|
|
2022
Q4 | $81K | Hold |
240
| – | – | 0.03% | 114 |
|
|
2022
Q3 | $82K | Buy |
240
+75
| +45% | +$25.6K | 0.03% | 114 |
|
|
2022
Q2 | $54K | Hold |
165
| – | – | 0.02% | 137 |
|
|
2022
Q1 | $51K | Hold |
165
| – | – | 0.01% | 131 |
|
|
2021
Q4 | $41K | Buy |
+165
| New | +$41K | 0.01% | 137 |
|