Kingswood 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 | $1.06M | Sell |
1,443
-105
| -7% | -$76.9K | 0.08% | 255 |
|
|
2025
Q1 | $1.04M | Sell |
1,548
-561
| -27% | -$378K | 0.1% | 235 |
|
|
2024
Q4 | $1.2M | Buy |
2,109
+584
| +38% | +$333K | 0.09% | 232 |
|
|
2024
Q3 | $751K | Sell |
1,525
-133
| -8% | -$65.5K | 0.05% | 352 |
|
|
2024
Q2 | $968K | Buy |
1,658
+127
| +8% | +$74.2K | 0.09% | 241 |
|
|
2024
Q1 | $822K | Buy |
1,531
+110
| +8% | +$59.1K | 0.09% | 238 |
|
|
2023
Q4 | $658K | Buy |
1,421
+922
| +185% | +$427K | 0.07% | 283 |
|
|
2023
Q3 | $217K | Buy |
+499
| New | +$217K | 0.04% | 379 |
|