Crestwood Advisors Group’s McKesson MCK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$475K Buy
2025
Q1
$386K Buy
2024
Q4
$249K Buy
2024
Q3
Sell
2024
Q2
$221K Buy
2017
Q2
Sell
2017
Q1
$50K Buy
2016
Q1
Sell
2015
Q4
$248K Hold
2015
Q3
$233K Sell
2015
Q2
$293K Sell
2015
Q1
$393K Buy