Regent Peak 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
Q1 | $287K | Sell |
427
-1
| -0.2% | -$673 | 0.07% | 123 |
|
|
2024
Q4 | $244K | Buy |
428
+7
| +2% | +$3.99K | 0.05% | 141 |
|
|
2024
Q3 | $208K | Sell |
421
-5
| -1% | -$2.47K | 0.05% | 166 |
|
|
2024
Q2 | $249K | Buy |
426
+9
| +2% | +$5.26K | 0.06% | 138 |
|
|
2024
Q1 | $224K | Buy |
+417
| New | +$224K | 0.06% | 149 |
|
|
2023
Q1 | – | Sell |
-582
| Closed | -$219K | – | 169 |
|
|
2022
Q4 | $219K | Buy |
+582
| New | +$219K | 0.07% | 146 |
|
|
2021
Q1 | – | Sell |
-357
| Closed | -$62K | – | 632 |
|
|
2020
Q4 | $62K | Buy |
+357
| New | +$62K | 0.02% | 279 |
|