Provenance Wealth 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
| – | – | 0.06% | 73 |
|
|
2025
Q1 | $394K | Sell |
586
-184
| -24% | -$124K | 0.06% | 83 |
|
|
2024
Q4 | $439K | Hold |
770
| – | – | 0.06% | 95 |
|
|
2024
Q3 | $381K | Buy |
770
+365
| +90% | +$180K | 0.05% | 113 |
|
|
2024
Q2 | $237K | Sell |
405
-365
| -47% | -$213K | 0.03% | 129 |
|
|
2024
Q1 | $413K | Buy |
770
+365
| +90% | +$196K | 0.06% | 97 |
|
|
2023
Q4 | $188K | Buy |
405
+1
| +0.2% | +$463 | 0.03% | 129 |
|
|
2023
Q3 | $176K | Buy |
+404
| New | +$176K | 0.03% | 122 |
|