CPWA
Cerro Pacific Wealth Advisors’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Sell |
923
-43
| -4% | -$31.5K | 0.19% | 95 |
|
|
2025
Q1 | $551K | Sell |
966
-285
| -23% | -$162K | 0.18% | 97 |
|
|
2024
Q4 | $619K | Buy |
1,251
+36
| +3% | +$17.8K | 0.2% | 95 |
|
|
2024
Q3 | $710K | Hold |
1,215
| – | – | 0.27% | 77 |
|
|
2024
Q2 | $710K | Buy |
+1,215
| New | +$710K | 0.27% | 78 |
|
|
2023
Q1 | $619K | Sell |
1,738
-1,807
| -51% | -$643K | 0.34% | 74 |
|
|
2022
Q4 | $1.33M | Sell |
3,545
-497
| -12% | -$186K | 0.71% | 39 |
|
|
2022
Q3 | $1.37M | Sell |
4,042
-1,026
| -20% | -$349K | 0.83% | 32 |
|
|
2022
Q2 | $1.65M | Sell |
5,068
-626
| -11% | -$204K | 1.03% | 21 |
|
|
2022
Q1 | $1.74M | Buy |
5,694
+61
| +1% | +$18.7K | 1.07% | 19 |
|
|
2021
Q4 | $1.4M | Buy |
5,633
+72
| +1% | +$17.9K | 0.89% | 24 |
|
|
2021
Q3 | $1.11M | Buy |
5,561
+96
| +2% | +$19.1K | 0.8% | 28 |
|
|
2021
Q2 | $1.05M | Buy |
+5,465
| New | +$1.05M | 0.78% | 36 |
|