True Wealth Design’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.8K | Buy |
122
+5
| +4% | +$3.68K | 0.03% | 119 |
|
|
2025
Q1 | $79.1K | Sell |
117
-53
| -31% | -$35.8K | 0.03% | 125 |
|
|
2024
Q4 | $97.2K | Buy |
170
+153
| +900% | +$87.4K | 0.04% | 76 |
|
|
2024
Q3 | $8.41K | Buy |
17
+12
| +240% | +$5.93K | ﹤0.01% | 453 |
|
|
2024
Q2 | $2.92K | Buy |
5
+1
| +25% | +$584 | ﹤0.01% | 322 |
|
|
2024
Q1 | $2.15K | Buy |
4
+2
| +100% | +$1.07K | ﹤0.01% | 339 |
|
|
2023
Q4 | $926 | Hold |
2
| – | – | ﹤0.01% | 369 |
|
|
2023
Q3 | $870 | Hold |
2
| – | – | ﹤0.01% | 336 |
|
|
2023
Q2 | $855 | Sell |
2
-1
| -33% | -$428 | ﹤0.01% | 347 |
|
|
2023
Q1 | $1.07K | Hold |
3
| – | – | ﹤0.01% | 399 |
|
|
2022
Q4 | $1.13K | Buy |
+3
| New | +$1.13K | ﹤0.01% | 330 |
|