WR Wealth Planners’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $60.4K | Sell |
106
-9
| -8% | -$5.13K | 0.02% | 296 |
|
|
2024
Q3 | $56.9K | Buy |
115
+8
| +7% | +$3.96K | 0.02% | 325 |
|
|
2024
Q2 | $62.5K | Buy |
107
+13
| +14% | +$7.59K | 0.02% | 302 |
|
|
2024
Q1 | $50.5K | Buy |
+94
| New | +$50.5K | 0.02% | 332 |
|
|
2023
Q4 | – | Sell |
-11
| Closed | -$4.78K | – | 582 |
|
|
2023
Q3 | $4.78K | Hold |
11
| – | – | ﹤0.01% | 683 |
|
|
2023
Q2 | $4.7K | Buy |
+11
| New | +$4.7K | ﹤0.01% | 688 |
|