Cerro Pacific Wealth Advisors’s McKesson MCK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$686K	Hold	793	–	–	0.18%	90
2025 Q4	$650K	Hold	793	–	–	0.18%	90
2025 Q3	$613K	Sell	793 -130	-14%	-$91.6K	0.17%	97
2025 Q2	$676K	Sell	923 -43	-4%	-$30.3K	0.19%	95
2025 Q1	$551K	Sell	966 -285	-23%	-$176K	0.18%	97
2024 Q4	$619K	Buy	1,251 +36	+3%	+$20.2K	0.2%	95
2024 Q3	$710K	Hold	1,215	–	–	0.27%	77
2024 Q2	$710K	Buy	+1,215	New	+$676K	0.27%	78
2023 Q1	$619K	Sell	1,738 -1,807	-51%	-$653K	0.34%	74
2022 Q4	$1.33M	Sell	3,545 -497	-12%	-$185K	0.71%	39
2022 Q3	$1.37M	Sell	4,042 -1,026	-20%	-$356K	0.83%	32
2022 Q2	$1.65M	Sell	5,068 -626	-11%	-$200K	1.03%	21
2022 Q1	$1.74M	Buy	5,694 +61	+1%	+$16.6K	1.07%	19
2021 Q4	$1.4M	Buy	5,633 +72	+1%	+$15.8K	0.89%	24
2021 Q3	$1.11M	Buy	5,561 +96	+2%	+$19.2K	0.8%	28
2021 Q2	$1.04M	Buy	+5,465	New	+$1.06M	0.78%	36