Tempus Wealth 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 | $209K | Sell |
285
-66
| -19% | -$48.4K | 0.05% | 249 |
|
2025
Q1 | $236K | Sell |
351
-10
| -3% | -$6.73K | 0.07% | 231 |
|
2024
Q4 | $205K | Buy |
+361
| New | +$205K | 0.06% | 235 |
|
2024
Q3 | – | Sell |
-360
| Closed | -$210K | – | 225 |
|
2024
Q2 | $210K | Buy |
+360
| New | +$210K | 0.09% | 193 |
|