Clearstead Trust’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.3K | Buy |
55
+19
| +53% | +$13.9K | 0.01% | 334 |
|
|
2025
Q1 | $24.2K | Buy |
36
+9
| +33% | +$6.06K | 0.01% | 333 |
|
|
2024
Q4 | $15.4K | Hold |
27
| – | – | ﹤0.01% | 332 |
|
|
2024
Q3 | $13.3K | Sell |
27
-25
| -48% | -$12.4K | ﹤0.01% | 338 |
|
|
2024
Q2 | $30.4K | Hold |
52
| – | – | 0.01% | 282 |
|
|
2024
Q1 | $27.9K | Hold |
52
| – | – | 0.01% | 280 |
|
|
2023
Q4 | $24.1K | Hold |
52
| – | – | 0.01% | 280 |
|
|
2023
Q3 | $22.6K | Buy |
+52
| New | +$22.6K | 0.01% | 277 |
|