Kellett Wealth 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
$1.66M Sell
2,263
-75
-3% -$55K 1.08% 18
2025
Q1
$1.57M Buy
+2,338
New +$1.57M 1.09% 18