Twin Peaks Wealth 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 | $595K | Sell |
904
-39
| -4% | -$25.7K | 0.19% | 80 |
|
|
2025
Q1 | $653K | Sell |
943
-10
| -1% | -$6.93K | 0.3% | 69 |
|
|
2024
Q4 | $543K | Buy |
953
+26
| +3% | +$14.8K | 0.23% | 74 |
|
|
2024
Q3 | $458K | Sell |
927
-4
| -0.4% | -$1.98K | 0.21% | 77 |
|
|
2024
Q2 | $544K | Buy |
931
+6
| +0.6% | +$3.5K | 0.27% | 74 |
|
|
2024
Q1 | $497K | Sell |
925
-114
| -11% | -$61.2K | 0.28% | 70 |
|
|
2023
Q4 | $481K | Buy |
+1,039
| New | +$481K | 0.31% | 66 |
|