McClarren Financial 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 | $274K | Sell |
374
-298
| -44% | -$218K | 0.18% | 62 |
|
2025
Q1 | $251K | Buy |
672
+299
| +80% | +$112K | 0.17% | 64 |
|
2024
Q4 | $212K | Sell |
373
-121
| -24% | -$68.8K | 0.6% | 28 |
|
2024
Q3 | $184 | Sell |
494
-90
| -15% | -$34 | 0.02% | 75 |
|
2024
Q2 | $217K | Buy |
584
+212
| +57% | +$78.8K | 0.15% | 66 |
|
2024
Q1 | $200K | Buy |
372
+1
| +0.3% | +$538 | 0.14% | 72 |
|
2023
Q4 | $172K | Buy |
+371
| New | +$172K | 0.13% | 76 |
|