Carolina Wealth Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11K | Hold |
15
| – | – | 0.01% | 143 |
|
|
2025
Q1 | $10.1K | Hold |
15
| – | – | 0.01% | 139 |
|
|
2024
Q4 | $8.55K | Hold |
15
| – | – | ﹤0.01% | 153 |
|
|
2024
Q3 | $7.42K | Buy |
+15
| New | +$7.42K | ﹤0.01% | 185 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 286 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 303 |
|
|
2021
Q2 | – | Sell |
-12
| Closed | -$2K | – | 305 |
|
|
2021
Q1 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 279 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 255 |
|