AWA
Aaron Wealth Advisors’s McKesson MCK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.31M | Buy |
4,515
+62
| +1% | +$45.4K | 0.34% | 45 |
|
2025
Q1 | $3M | Buy |
4,453
+80
| +2% | +$53.8K | 0.34% | 46 |
|
2024
Q4 | $2.49M | Buy |
4,373
+324
| +8% | +$185K | 0.29% | 53 |
|
2024
Q3 | $2M | Sell |
4,049
-318
| -7% | -$157K | 0.24% | 60 |
|
2024
Q2 | $2.55M | Buy |
4,367
+110
| +3% | +$64.2K | 0.35% | 42 |
|
2024
Q1 | $2.29M | Buy |
4,257
+135
| +3% | +$72.5K | 0.33% | 45 |
|
2023
Q4 | $1.91M | Buy |
4,122
+82
| +2% | +$38K | 0.32% | 44 |
|
2023
Q3 | $1.76M | Sell |
4,040
-84
| -2% | -$36.5K | 0.23% | 64 |
|
2023
Q2 | $1.76M | Buy |
4,124
+98
| +2% | +$41.9K | 0.23% | 69 |
|
2023
Q1 | $1.43M | Sell |
4,026
-18
| -0.4% | -$6.41K | 0.2% | 78 |
|
2022
Q4 | $1.52M | Buy |
4,044
+1,041
| +35% | +$391K | 0.22% | 72 |
|
2022
Q3 | $1.02M | Buy |
3,003
+6
| +0.2% | +$2.04K | 0.19% | 77 |
|
2022
Q2 | $977K | Sell |
2,997
-887,841
| -100% | -$289M | 0.25% | 62 |
|
2022
Q1 | $2.91M | Buy |
890,838
+887,923
| +30,460% | +$2.9M | 0.04% | 183 |
|
2021
Q4 | $724K | Buy |
2,915
+16
| +0.6% | +$3.97K | 0.2% | 72 |
|
2021
Q3 | $578K | Buy |
2,899
+5
| +0.2% | +$997 | 0.16% | 77 |
|
2021
Q2 | $553K | Hold |
2,894
| – | – | 0.18% | 80 |
|
2021
Q1 | $564K | Buy |
2,894
+6
| +0.2% | +$1.17K | 0.21% | 75 |
|
2020
Q4 | $502K | Buy |
+2,888
| New | +$502K | 0.18% | 79 |
|