APP
Avantax Planning Partners’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Hold |
1,914
| – | – | 0.04% | 161 |
|
|
2025
Q1 | $1.29M | Sell |
1,914
-87
| -4% | -$58.5K | 0.05% | 164 |
|
|
2024
Q4 | $1.14M | Buy |
2,001
+1
| +0.1% | +$570 | 0.04% | 173 |
|
|
2024
Q3 | $989K | Sell |
2,000
-48
| -2% | -$23.7K | 0.04% | 180 |
|
|
2024
Q2 | $1.2M | Buy |
2,048
+59
| +3% | +$34.5K | 0.04% | 191 |
|
|
2024
Q1 | $1.07M | Buy |
1,989
+1
| +0.1% | +$537 | 0.03% | 208 |
|
|
2023
Q4 | $920K | Sell |
1,988
-2
| -0.1% | -$926 | 0.04% | 178 |
|
|
2023
Q3 | $865K | Buy |
1,990
+4
| +0.2% | +$1.74K | 0.04% | 173 |
|
|
2023
Q2 | $849K | Sell |
1,986
-74
| -4% | -$31.6K | 0.03% | 179 |
|
|
2023
Q1 | $734K | Sell |
2,060
-607
| -23% | -$216K | 0.03% | 198 |
|
|
2022
Q4 | $1M | Sell |
2,667
-1
| -0% | -$375 | 0.04% | 167 |
|
|
2022
Q3 | $907K | Sell |
2,668
-1,181
| -31% | -$401K | 0.04% | 160 |
|
|
2022
Q2 | $1.26M | Sell |
3,849
-647
| -14% | -$211K | 0.05% | 130 |
|
|
2022
Q1 | $1.38M | Sell |
4,496
-2
| -0% | -$612 | 0.05% | 130 |
|
|
2021
Q4 | $1.12M | Buy |
4,498
+1
| +0% | +$249 | 0.05% | 152 |
|
|
2021
Q3 | $897K | Sell |
4,497
-56
| -1% | -$11.2K | 0.04% | 148 |
|
|
2021
Q2 | $871K | Buy |
4,553
+54
| +1% | +$10.3K | 0.04% | 144 |
|
|
2021
Q1 | $877K | Buy |
4,499
+6
| +0.1% | +$1.17K | 0.05% | 141 |
|
|
2020
Q4 | $781K | Buy |
4,493
+92
| +2% | +$16K | 0.04% | 144 |
|
|
2020
Q3 | $655K | Buy |
4,401
+2
| +0% | +$298 | 0.03% | 160 |
|
|
2020
Q2 | $675K | Sell |
4,399
-2
| -0% | -$307 | 0.04% | 148 |
|
|
2020
Q1 | $595K | Buy |
4,401
+2
| +0% | +$270 | 0.04% | 140 |
|
|
2019
Q4 | $608K | Buy |
4,399
+4
| +0.1% | +$553 | 0.04% | 152 |
|
|
2019
Q3 | $601K | Buy |
4,395
+125
| +3% | +$17.1K | 0.04% | 148 |
|
|
2019
Q2 | $600K | Hold |
4,270
| – | – | 0.04% | 151 |
|
|
2019
Q1 | $500K | Buy |
4,270
+1,183
| +38% | +$139K | 0.03% | 163 |
|
|
2018
Q4 | $341K | Sell |
3,087
-31
| -1% | -$3.42K | 0.03% | 182 |
|
|
2018
Q3 | $414K | Sell |
3,118
-225
| -7% | -$29.9K | 0.03% | 154 |
|
|
2018
Q2 | $446K | Sell |
3,343
-20
| -0.6% | -$2.67K | 0.04% | 138 |
|
|
2018
Q1 | $474K | Sell |
3,363
-120
| -3% | -$16.9K | 0.04% | 179 |
|
|
2017
Q4 | $543K | Sell |
3,483
-40
| -1% | -$6.24K | 0.05% | 159 |
|
|
2017
Q3 | $541K | Sell |
3,523
-500
| -12% | -$76.8K | 0.04% | 198 |
|
|
2017
Q2 | $662K | Sell |
4,023
-6
| -0.1% | -$987 | 0.06% | 156 |
|
|
2017
Q1 | $597K | Sell |
4,029
-197
| -5% | -$29.2K | 0.05% | 163 |
|
|
2016
Q4 | $594K | Buy |
+4,226
| New | +$594K | 0.06% | 145 |
|