Cetera Trust Company’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.73M | Sell |
6,450
-55
| -0.8% | -$40.3K | 2.82% | 4 |
|
|
2025
Q1 | $4.38M | Sell |
6,505
-140
| -2% | -$94.2K | 2.79% | 3 |
|
|
2024
Q4 | $3.79M | Sell |
6,645
-135
| -2% | -$76.9K | 2.46% | 6 |
|
|
2024
Q3 | $3.35M | Sell |
6,780
-295
| -4% | -$146K | 2.05% | 7 |
|
|
2024
Q2 | $4.13M | Sell |
7,075
-565
| -7% | -$330K | 2.59% | 5 |
|
|
2024
Q1 | $4.1M | Sell |
7,640
-320
| -4% | -$172K | 2.47% | 5 |
|
|
2023
Q4 | $3.69M | Buy |
+7,960
| New | +$3.69M | 2.3% | 4 |
|