Klein Pavlis & Peasley Financial’s McKesson MCK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.05M	Sell	1,439 -321	-18%	-$235K	0.7%	43
2025 Q1	$1.19M	Buy	1,760 +113	+7%	+$76.1K	0.85%	42
2024 Q4	$939K	Sell	1,647 -17	-1%	-$9.69K	0.76%	52
2024 Q3	$823K	Buy	1,664 +1,188	+250%	+$587K	0.66%	59
2024 Q2	$278K	Buy	+476	New	+$278K	0.25%	67