U.S. Capital 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 | $1.32M | Sell |
1,800
-118
| -6% | -$86.4K | 0.04% | 375 |
|
|
2025
Q1 | $1.29M | Sell |
1,918
-869
| -31% | -$585K | 0.04% | 369 |
|
|
2024
Q4 | $1.59M | Buy |
2,787
+195
| +8% | +$111K | 0.05% | 338 |
|
|
2024
Q3 | $1.28M | Sell |
2,592
-48
| -2% | -$23.7K | 0.05% | 327 |
|
|
2024
Q2 | $1.54M | Sell |
2,640
-154
| -6% | -$89.9K | 0.06% | 282 |
|
|
2024
Q1 | $1.5M | Buy |
2,794
+213
| +8% | +$114K | 0.06% | 275 |
|
|
2023
Q4 | $1.19M | Buy |
2,581
+824
| +47% | +$381K | 0.05% | 308 |
|
|
2023
Q3 | $764K | Buy |
1,757
+43
| +3% | +$18.7K | 0.03% | 350 |
|
|
2023
Q2 | $732K | Buy |
+1,714
| New | +$732K | 0.03% | 376 |
|
|
2023
Q1 | – | Sell |
-412
| Closed | -$155K | – | 1154 |
|
|
2022
Q4 | $155K | Buy |
+412
| New | +$155K | 0.01% | 659 |
|