Cypress Wealth Services’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Buy |
417
+15
| +4% | +$11K | 0.05% | 228 |
|
|
2025
Q1 | $270K | Buy |
402
+6
| +2% | +$4.03K | 0.05% | 230 |
|
|
2024
Q4 | $226K | Buy |
+396
| New | +$226K | 0.05% | 246 |
|
|
2024
Q3 | – | Sell |
-364
| Closed | -$213K | – | 291 |
|
|
2024
Q2 | $213K | Buy |
+364
| New | +$213K | 0.05% | 237 |
|