Cyndeo Wealth Partners’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $690K | Sell |
941
-10
| -1% | -$7.33K | 0.04% | 270 |
|
|
2025
Q1 | $640K | Sell |
951
-1
| -0.1% | -$673 | 0.04% | 267 |
|
|
2024
Q4 | $543K | Sell |
952
-2
| -0.2% | -$1.14K | 0.04% | 283 |
|
|
2024
Q3 | $472K | Buy |
954
+587
| +160% | +$290K | 0.03% | 304 |
|
|
2024
Q2 | $214K | Sell |
367
-31
| -8% | -$18.1K | 0.02% | 375 |
|
|
2024
Q1 | $214K | Sell |
398
-4,017
| -91% | -$2.16M | 0.02% | 368 |
|
|
2023
Q4 | $2.04M | Sell |
4,415
-12
| -0.3% | -$5.56K | 0.19% | 136 |
|
|
2023
Q3 | $1.92M | Sell |
4,427
-292
| -6% | -$127K | 0.2% | 128 |
|
|
2023
Q2 | $2.02M | Sell |
4,719
-515
| -10% | -$220K | 0.21% | 118 |
|
|
2023
Q1 | $1.86M | Sell |
5,234
-731
| -12% | -$260K | 0.2% | 133 |
|
|
2022
Q4 | $2.24M | Buy |
+5,965
| New | +$2.24M | 0.26% | 117 |
|