National Wealth Management Group’s McKesson MCK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-505
Closed -$295K 160
2024
Q2
$295K Buy
+505
New +$295K 0.22% 102
2024
Q1
Sell
-1,359
Closed -$629K 150
2023
Q4
$629K Buy
1,359
+213
+19% +$98.6K 0.61% 45
2023
Q3
$498K Buy
+1,146
New +$498K 0.54% 54