Tanglewood Legacy Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.3K | Hold |
40
| – | – | 0.01% | 201 |
|
|
2025
Q1 | $26.9K | Hold |
40
| – | – | 0.01% | 208 |
|
|
2024
Q4 | $22.8K | Hold |
40
| – | – | 0.01% | 218 |
|
|
2024
Q3 | $19.8K | Hold |
40
| – | – | 0.01% | 214 |
|
|
2024
Q2 | $23.4K | Hold |
40
| – | – | 0.01% | 204 |
|
|
2024
Q1 | $21.5K | Hold |
40
| – | – | 0.01% | 217 |
|
|
2023
Q4 | $18.5K | Hold |
40
| – | – | 0.01% | 217 |
|
|
2023
Q3 | $17.4K | Hold |
40
| – | – | 0.01% | 221 |
|
|
2023
Q2 | $17.1K | Hold |
40
| – | – | 0.01% | 225 |
|
|
2023
Q1 | $14.2K | Hold |
40
| – | – | 0.01% | 225 |
|
|
2022
Q4 | $15K | Buy |
+40
| New | +$15K | 0.01% | 195 |
|