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