Journey Strategic 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 | $857K | Buy |
1,170
+346
| +42% | +$254K | 0.03% | 195 |
|
2025
Q1 | $555K | Buy |
824
+357
| +76% | +$240K | 0.02% | 208 |
|
2024
Q4 | $266K | Buy |
467
+16
| +4% | +$9.12K | 0.01% | 373 |
|
2024
Q3 | $223K | Buy |
451
+33
| +8% | +$16.3K | 0.01% | 438 |
|
2024
Q2 | $244K | Buy |
+418
| New | +$244K | 0.01% | 307 |
|