Avantax Planning Partners’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.48M | Buy |
|
|||||
|
2025
Q2 | $1.4M | Hold |
|
|||||
|
2025
Q1 | $1.29M | Sell |
|
|||||
|
2024
Q4 | $1.14M | Buy |
|
|||||
|
2024
Q3 | $989K | Sell |
|
|||||
|
2024
Q2 | $1.2M | Buy |
|
|||||
|
2024
Q1 | $1.07M | Buy |
|
|||||
|
2023
Q4 | $920K | Sell |
|
|||||
|
2023
Q3 | $865K | Buy |
|
|||||
|
2023
Q2 | $849K | Sell |
|
|||||
|
2023
Q1 | $734K | Sell |
|
|||||
|
2022
Q4 | $1M | Sell |
|
|||||
|
2022
Q3 | $907K | Sell |
|
|||||
|
2022
Q2 | $1.26M | Sell |
|
|||||
|
2022
Q1 | $1.38M | Sell |
|
|||||
|
2021
Q4 | $1.12M | Buy |
|
|||||
|
2021
Q3 | $897K | Sell |
|
|||||
|
2021
Q2 | $871K | Buy |
|
|||||
|
2021
Q1 | $877K | Buy |
|
|||||
|
2020
Q4 | $781K | Buy |
|
|||||
|
2020
Q3 | $655K | Buy |
|
|||||
|
2020
Q2 | $675K | Sell |
|
|||||
|
2020
Q1 | $595K | Buy |
|
|||||
|
2019
Q4 | $608K | Buy |
|
|||||
|
2019
Q3 | $601K | Buy |
|
|||||
|
2019
Q2 | $600K | Hold |
|
|||||
|
2019
Q1 | $500K | Buy |
|
|||||
|
2018
Q4 | $341K | Sell |
|
|||||
|
2018
Q3 | $414K | Sell |
|
|||||
|
2018
Q2 | $446K | Sell |
|
|||||
|
2018
Q1 | $474K | Sell |
|
|||||
|
2017
Q4 | $543K | Sell |
|
|||||
|
2017
Q3 | $541K | Sell |
|
|||||
|
2017
Q2 | $662K | Sell |
|
|||||
|
2017
Q1 | $597K | Sell |
|
|||||
|
2016
Q4 | $594K | Buy |
|