Holistic Financial 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 | $263K | Buy |
359
+2
| +0.6% | +$1.47K | 0.12% | 101 |
|
|
2025
Q1 | $240K | Buy |
357
+1
| +0.3% | +$673 | 0.12% | 100 |
|
|
2024
Q4 | $203K | Buy |
+356
| New | +$203K | 0.1% | 113 |
|
|
2018
Q2 | – | Sell |
-134
| Closed | -$19K | – | 235 |
|
|
2018
Q1 | $19K | Buy |
134
+73
| +120% | +$10.4K | 0.02% | 277 |
|
|
2017
Q4 | $10K | Buy |
+61
| New | +$10K | 0.01% | 329 |
|