Trajan 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 | $10M | Sell |
13,656
-680
| -5% | -$498K | 0.49% | 50 |
|
|
2025
Q1 | $9.65M | Buy |
14,336
+704
| +5% | +$474K | 0.53% | 50 |
|
|
2024
Q4 | $7.77M | Buy |
13,632
+1,384
| +11% | +$789K | 0.43% | 56 |
|
|
2024
Q3 | $6.06M | Buy |
12,248
+1,999
| +20% | +$988K | 0.36% | 60 |
|
|
2024
Q2 | $5.99M | Sell |
10,249
-2,320
| -18% | -$1.36M | 0.38% | 56 |
|
|
2024
Q1 | $6.75M | Buy |
+12,569
| New | +$6.75M | 0.46% | 53 |
|