Trust Investment 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 | – | Sell |
-486
| Closed | -$327K | – | 134 |
|
|
2025
Q1 | $327K | Buy |
+486
| New | +$327K | 0.21% | 79 |
|
|
2024
Q2 | – | Sell |
-599
| Closed | -$321K | – | 123 |
|
|
2024
Q1 | $321K | Buy |
599
+9
| +2% | +$4.83K | 0.23% | 76 |
|
|
2023
Q4 | $273K | Buy |
+590
| New | +$273K | 0.21% | 77 |
|
|
2023
Q1 | – | Sell |
-749
| Closed | -$281K | – | 113 |
|
|
2022
Q4 | $281K | Sell |
749
-89
| -11% | -$33.4K | 0.27% | 74 |
|
|
2022
Q3 | $285K | Buy |
+838
| New | +$285K | 0.3% | 73 |
|