Perfromance Wealth Partners’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
1,448
-42
| -3% | -$30.8K | 0.03% | 69 |
|
|
2025
Q1 | $1M | Sell |
1,490
-73
| -5% | -$49.1K | 0.04% | 60 |
|
|
2024
Q4 | $891K | Sell |
1,563
-303
| -16% | -$173K | 0.03% | 69 |
|
|
2024
Q3 | $923K | Sell |
1,866
-225
| -11% | -$111K | 0.03% | 65 |
|
|
2024
Q2 | $1.22M | Hold |
2,091
| – | – | 0.05% | 52 |
|
|
2024
Q1 | $1.12M | Buy |
2,091
+16
| +0.8% | +$8.59K | 0.05% | 64 |
|
|
2023
Q4 | $961K | Hold |
2,075
| – | – | 0.04% | 75 |
|
|
2023
Q3 | $902K | Sell |
2,075
-188
| -8% | -$81.8K | 0.04% | 77 |
|
|
2023
Q2 | $948K | Buy |
+2,263
| New | +$948K | 0.04% | 83 |
|