Twin City Private 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 | $789K | Buy |
1,076
+30
| +3% | +$22K | 0.64% | 63 |
|
2025
Q1 | $705K | Sell |
1,046
-56
| -5% | -$37.7K | 0.62% | 65 |
|
2024
Q4 | $629K | Sell |
1,102
-174
| -14% | -$99.3K | 0.56% | 67 |
|
2024
Q3 | $632K | Buy |
1,276
+239
| +23% | +$118K | 0.55% | 65 |
|
2024
Q2 | $606K | Buy |
1,037
+116
| +13% | +$67.8K | 0.57% | 62 |
|
2024
Q1 | $495K | Buy |
+921
| New | +$495K | 0.49% | 68 |
|