TCA
Trifecta Capital Advisors’s McKesson MCK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $165K | Sell |
225
-2
| -0.9% | -$1.47K | 0.03% | 115 |
|
2025
Q1 | $153K | Hold |
227
| – | – | 0.03% | 90 |
|
2024
Q4 | $129K | Hold |
227
| – | – | 0.03% | 99 |
|
2024
Q3 | $112K | Hold |
227
| – | – | 0.02% | 103 |
|
2024
Q2 | $133K | Hold |
227
| – | – | 0.03% | 97 |
|
2024
Q1 | $122K | Hold |
227
| – | – | 0.03% | 102 |
|
2023
Q4 | $105K | Hold |
227
| – | – | 0.03% | 102 |
|
2023
Q3 | $98.7K | Buy |
227
+15
| +7% | +$6.52K | 0.03% | 103 |
|
2023
Q2 | $90.6K | Hold |
212
| – | – | 0.03% | 112 |
|
2023
Q1 | $75.5K | Buy |
212
+200
| +1,667% | +$71.2K | 0.03% | 123 |
|
2022
Q4 | $4.5K | Buy |
+12
| New | +$4.5K | ﹤0.01% | 223 |
|