Petra 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 | $1.05M | Buy |
1,436
+955
| +199% | +$700K | 0.67% | 41 |
|
|
2025
Q1 | $324K | Buy |
+481
| New | +$324K | 0.27% | 84 |
|
|
2024
Q3 | – | Sell |
-2,085
| Closed | -$1.22M | – | 147 |
|
|
2024
Q2 | $1.22M | Sell |
2,085
-8
| -0.4% | -$4.67K | 0.88% | 35 |
|
|
2024
Q1 | $1.12M | Buy |
2,093
+539
| +35% | +$288K | 0.82% | 37 |
|
|
2023
Q4 | $720K | Buy |
1,554
+539
| +53% | +$250K | 0.6% | 54 |
|
|
2023
Q3 | $441K | Buy |
+1,015
| New | +$441K | 0.37% | 77 |
|