Regent Peak Wealth Advisors’s McKesson MCK Stock Holding History

Regent Peak Wealth Advisors’s Portfolio MCK Stock Details MCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$330K	Buy
2025 Q1	$287K	Sell
2024 Q4	$244K	Buy
2024 Q3	$208K	Sell
2024 Q2	$249K	Buy
2024 Q1	$224K	Buy
2023 Q1	–	Sell
2022 Q4	$219K	Buy
2021 Q1	–	Sell
2020 Q4	$62K	Buy