Quotient 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 | $343K | Buy |
468
+65
| +16% | +$47.6K | 0.01% | 248 |
|
|
2025
Q1 | $271K | Buy |
403
+35
| +10% | +$23.5K | 0.01% | 270 |
|
|
2024
Q4 | $210K | Buy |
+368
| New | +$210K | 0.01% | 314 |
|
|
2024
Q3 | – | Sell |
-360
| Closed | -$210K | – | 322 |
|
|
2024
Q2 | $210K | Sell |
360
-536
| -60% | -$313K | 0.01% | 297 |
|
|
2024
Q1 | $481K | Buy |
896
+48
| +6% | +$25.8K | 0.02% | 176 |
|
|
2023
Q4 | $393K | Buy |
+848
| New | +$393K | 0.02% | 197 |
|