Circle Wealth Management’s McKesson MCK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-730	Closed	-$317K	–	196
2023 Q3	$317K	Buy	+730	New	+$317K	0.01%	164