Goldstein Advisors’s McKesson MCK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$234K Sell
320
-55
-15% -$40.3K 0.03% 165
2025
Q1
$252K Sell
375
-4
-1% -$2.69K 0.04% 156
2024
Q4
$216K Buy
+379
New +$216K 0.03% 175
2024
Q3
Sell
-425
Closed -$248K 208
2024
Q2
$248K Buy
+425
New +$248K 0.04% 136