AIA
Alera Investment Advisors’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $551K | Sell |
1,114
-163
| -13% | -$80.6K | 0.06% | 127 |
|
|
2024
Q2 | $746K | Sell |
1,277
-683
| -35% | -$399K | 0.09% | 93 |
|
|
2024
Q1 | $1.05M | Buy |
1,960
+5
| +0.3% | +$2.68K | 0.14% | 58 |
|
|
2023
Q4 | $905K | Sell |
1,955
-25
| -1% | -$11.6K | 0.12% | 66 |
|
|
2023
Q3 | $861K | Sell |
1,980
-2
| -0.1% | -$870 | 0.14% | 64 |
|
|
2023
Q2 | $847K | Sell |
1,982
-208
| -9% | -$88.9K | 0.18% | 67 |
|
|
2023
Q1 | $780K | Buy |
2,190
+5
| +0.2% | +$1.78K | 0.18% | 68 |
|
|
2022
Q4 | $820K | Sell |
2,185
-24
| -1% | -$9K | 0.19% | 59 |
|
|
2022
Q3 | $750K | Buy |
2,209
+1,348
| +157% | +$458K | 0.21% | 61 |
|
|
2022
Q2 | $281K | Buy |
861
+9
| +1% | +$2.94K | 0.08% | 149 |
|
|
2022
Q1 | $261K | Buy |
+852
| New | +$261K | 0.06% | 156 |
|
|
2019
Q2 | – | Sell |
-856
| Closed | -$100K | – | 618 |
|
|
2019
Q1 | $100K | Sell |
856
-13
| -1% | -$1.52K | 0.05% | 107 |
|
|
2018
Q4 | $96K | Buy |
+869
| New | +$96K | 0.06% | 121 |
|