Paladin Advisory Group’s McKesson MCK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$158K Hold
216
0.12% 94
2025
Q1
$145K Sell
216
-35
-14% -$23.6K 0.12% 97
2024
Q4
$143K Hold
251
0.11% 100
2024
Q3
$124K Hold
251
0.09% 104
2024
Q2
$147K Hold
251
0.11% 95
2024
Q1
$135K Sell
251
-41
-14% -$22K 0.11% 103
2023
Q4
$135K Sell
292
-89
-23% -$41.2K 0.11% 104
2023
Q3
$166K Hold
381
0.14% 97
2023
Q2
$163K Hold
381
0.13% 101
2023
Q1
$136K Buy
+381
New +$136K 0.11% 110
2022
Q4
Hold
0
144
2022
Q3
Hold
0
145
2022
Q2
Sell
-378
Closed -$116K 146
2022
Q1
$116K Buy
+378
New +$116K 0.09% 122
2021
Q4
Hold
0
142