SMART Wealth’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $547K | Buy |
747
+396
| +113% | +$290K | 0.17% | 101 |
|
|
2025
Q1 | $236K | Buy |
+351
| New | +$236K | 0.08% | 142 |
|
|
2024
Q3 | – | Sell |
-465
| Closed | -$272K | – | 153 |
|
|
2024
Q2 | $272K | Buy |
465
+41
| +10% | +$23.9K | 0.11% | 103 |
|
|
2024
Q1 | $228K | Buy |
+424
| New | +$228K | 0.1% | 102 |
|