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 |
|