Wealthstream 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 | – | Sell |
-391
| Closed | -$263K | – | 187 |
|
|
2025
Q1 | $263K | Buy |
391
+9
| +2% | +$6.06K | 0.05% | 125 |
|
|
2024
Q4 | $218K | Buy |
+382
| New | +$218K | 0.04% | 141 |
|
|
2024
Q3 | – | Sell |
-389
| Closed | -$227K | – | 166 |
|
|
2024
Q2 | $227K | Buy |
389
+13
| +3% | +$7.59K | 0.08% | 122 |
|
|
2024
Q1 | $202K | Buy |
+376
| New | +$202K | 0.08% | 133 |
|