Wealth Management Associates’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Hold |
410
| – | – | 0.12% | 159 |
|
|
2025
Q1 | $276K | Hold |
410
| – | – | 0.12% | 168 |
|
|
2024
Q4 | $233K | Sell |
410
-20
| -5% | -$11.4K | 0.1% | 182 |
|
|
2024
Q3 | $212K | Buy |
430
+4
| +0.9% | +$1.98K | 0.09% | 190 |
|
|
2024
Q2 | $249K | Hold |
426
| – | – | 0.12% | 167 |
|
|
2024
Q1 | $249K | Buy |
+426
| New | +$249K | 0.12% | 167 |
|
|
2023
Q4 | – | Sell |
-476
| Closed | -$207K | – | 205 |
|
|
2023
Q3 | $207K | Buy |
+476
| New | +$207K | 0.12% | 174 |
|