Plum Street 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 | $429K | Hold |
586
| – | – | 0.19% | 66 |
|
|
2025
Q1 | $394K | Hold |
586
| – | – | 0.19% | 68 |
|
|
2024
Q4 | $334K | Hold |
586
| – | – | 0.16% | 70 |
|
|
2024
Q3 | $290K | Buy |
+586
| New | +$290K | 0.15% | 73 |
|
|
2024
Q2 | – | Sell |
-586
| Closed | -$290K | – | 80 |
|
|
2024
Q1 | $290K | Buy |
+586
| New | +$290K | 0.15% | 73 |
|