Impact Partnership Wealth’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $808K | Buy |
+1,103
| New | +$808K | 0.15% | 62 |
|
2024
Q2 | – | Sell |
-554
| Closed | -$298K | – | 502 |
|
2024
Q1 | $298K | Buy |
554
+1
| +0.2% | +$537 | 0.12% | 124 |
|
2023
Q4 | $256K | Sell |
553
-270
| -33% | -$125K | 0.09% | 139 |
|
2023
Q3 | $358K | Buy |
823
+12
| +1% | +$5.22K | 0.11% | 102 |
|
2023
Q2 | $347K | Buy |
+811
| New | +$347K | 0.12% | 116 |
|