Sequent Planning’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.04M | Buy |
1,417
+13
| +0.9% | +$9.53K | 0.33% | 47 |
|
2025
Q1 | $945K | Sell |
1,404
-4
| -0.3% | -$2.69K | 0.34% | 50 |
|
2024
Q4 | $802K | Sell |
1,408
-13
| -0.9% | -$7.41K | 0.29% | 64 |
|
2024
Q3 | $703K | Buy |
1,421
+121
| +9% | +$59.8K | 0.24% | 74 |
|
2024
Q2 | $762K | Sell |
1,300
-30
| -2% | -$17.6K | 0.26% | 66 |
|
2024
Q1 | $714K | Buy |
+1,330
| New | +$714K | 0.26% | 73 |
|