Midland 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 | $651K | Buy |
888
+65
| +8% | +$47.6K | 0.04% | 99 |
|
2025
Q1 | $554K | Sell |
823
-35
| -4% | -$23.6K | 0.03% | 124 |
|
2024
Q4 | $489K | Hold |
858
| – | – | 0.03% | 136 |
|
2024
Q3 | $424K | Hold |
858
| – | – | 0.02% | 145 |
|
2024
Q2 | $501K | Sell |
858
-30
| -3% | -$17.5K | 0.03% | 142 |
|
2024
Q1 | $477K | Sell |
888
-1
| -0.1% | -$537 | 0.03% | 138 |
|
2023
Q4 | $412K | Buy |
+889
| New | +$412K | 0.03% | 144 |
|