Kellett Wealth Advisors, LLC MCK Holdings History
Kellett Wealth Advisors, LLC's McKesson Corp Holding Summary
As of 2025-03-31, Kellett Wealth Advisors, LLC held 2,338.00 shares of McKesson Corp(MCK), totaling $1.57 Mil. This investment constitutes 1.09% of their stock portfolio, and Kellett Wealth Advisors, LLC now holds 0% of the outstanding McKesson Corp(MCK) stock.
The initial trade took place in 2025Q1. And since then Kellett Wealth Advisors, LLC has made 1 purchases of MCK, at an average price of $618.25, for a total of 2,338.00 shares. Based on historical transaction data and MCK's current price of $714.00, Kellett Wealth Advisors, LLC's estimated gain on his MCK holdings is $223,863.50, reflecting a 15.49% gain to date.
Kellett Wealth Advisors, LLC MCK ($714.00) Holding Chart
Kellett Wealth Advisors, LLC MCK ($714.00) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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