Cherry Tree Wealth Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.2K | Hold |
33
| – | – | 0.01% | 319 |
|
|
2025
Q1 | $22.2K | Buy |
33
+10
| +43% | +$6.73K | 0.01% | 338 |
|
|
2024
Q4 | $13.1K | Hold |
23
| – | – | ﹤0.01% | 381 |
|
|
2024
Q3 | $11.4K | Hold |
23
| – | – | ﹤0.01% | 402 |
|
|
2024
Q2 | $13.4K | Hold |
23
| – | – | ﹤0.01% | 366 |
|
|
2024
Q1 | $12.3K | Hold |
23
| – | – | ﹤0.01% | 356 |
|
|
2023
Q4 | $10.6K | Hold |
23
| – | – | ﹤0.01% | 351 |
|
|
2023
Q3 | $10K | Buy |
+23
| New | +$10K | ﹤0.01% | 341 |
|