TruWealth 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 | $896K | Buy |
1,223
+68
| +6% | +$49.8K | 0.05% | 96 |
|
|
2025
Q1 | $777K | Buy |
1,155
+82
| +8% | +$55.2K | 0.05% | 92 |
|
|
2024
Q4 | $612K | Buy |
1,073
+90
| +9% | +$51.3K | 0.04% | 99 |
|
|
2024
Q3 | $486K | Buy |
983
+75
| +8% | +$37.1K | 0.03% | 105 |
|
|
2024
Q2 | $530K | Buy |
908
+482
| +113% | +$282K | 0.04% | 99 |
|
|
2024
Q1 | $229K | Buy |
+426
| New | +$229K | 0.02% | 152 |
|