Sendero Wealth Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $721K | Hold |
984
| – | – | 0.09% | 125 |
|
|
2025
Q1 | $662K | Hold |
984
| – | – | 0.09% | 127 |
|
|
2024
Q4 | $561K | Hold |
984
| – | – | 0.08% | 120 |
|
|
2024
Q3 | $487K | Hold |
984
| – | – | 0.08% | 125 |
|
|
2024
Q2 | $575K | Hold |
984
| – | – | 0.1% | 114 |
|
|
2024
Q1 | $528K | Hold |
984
| – | – | 0.09% | 121 |
|
|
2023
Q4 | $456K | Hold |
984
| – | – | 0.09% | 125 |
|
|
2023
Q3 | $428K | Hold |
984
| – | – | 0.09% | 118 |
|
|
2023
Q2 | $420K | Buy |
+984
| New | +$420K | 0.09% | 119 |
|