Wellspring Financial 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	$265K	Sell	361 -52	-13%	-$38.1K	0.03%	119
2025 Q1	$278K	Buy	413 +7	+2%	+$4.71K	0.03%	101
2024 Q4	$231K	Sell	406 -102	-20%	-$58.1K	0.02%	121
2024 Q3	$251K	Buy	508 +56	+12%	+$27.7K	0.03%	127
2024 Q2	$264K	Buy	+452	New	+$264K	0.04%	113