Avior Wealth Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-195
| Closed | -$111K | – | 1681 |
|
|
2024
Q4 | $111K | Sell |
195
-27
| -12% | -$15.4K | ﹤0.01% | 860 |
|
|
2024
Q3 | $110K | Buy |
222
+1
| +0.5% | +$494 | ﹤0.01% | 859 |
|
|
2024
Q2 | $129K | Sell |
221
-375
| -63% | -$219K | 0.01% | 790 |
|
|
2024
Q1 | $320K | Buy |
596
+492
| +473% | +$264K | 0.01% | 565 |
|
|
2023
Q4 | $48.1K | Buy |
104
+20
| +24% | +$9.26K | ﹤0.01% | 734 |
|
|
2023
Q3 | $36.5K | Buy |
84
+28
| +50% | +$12.2K | ﹤0.01% | 829 |
|
|
2023
Q2 | $23.9K | Hold |
56
| – | – | ﹤0.01% | 907 |
|
|
2023
Q1 | $19.9K | Sell |
56
-11
| -16% | -$3.92K | ﹤0.01% | 943 |
|
|
2022
Q4 | $25.1K | Hold |
67
| – | – | ﹤0.01% | 724 |
|
|
2022
Q3 | $22K | Buy |
67
+17
| +34% | +$5.58K | ﹤0.01% | 728 |
|
|
2022
Q2 | $16K | Hold |
50
| – | – | ﹤0.01% | 703 |
|
|
2022
Q1 | $15K | Hold |
50
| – | – | ﹤0.01% | 770 |
|
|
2021
Q4 | $12K | Hold |
50
| – | – | ﹤0.01% | 782 |
|
|
2021
Q3 | $9K | Hold |
50
| – | – | ﹤0.01% | 779 |
|
|
2021
Q2 | $9K | Hold |
50
| – | – | ﹤0.01% | 764 |
|
|
2021
Q1 | $9K | Hold |
50
| – | – | ﹤0.01% | 772 |
|
|
2020
Q4 | $8K | Sell |
50
-42
| -46% | -$6.72K | ﹤0.01% | 741 |
|
|
2020
Q3 | $13K | Buy |
92
+42
| +84% | +$5.94K | ﹤0.01% | 653 |
|
|
2020
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 702 |
|
|
2020
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 623 |
|
|
2019
Q4 | $6K | Sell |
50
-56
| -53% | -$6.72K | ﹤0.01% | 648 |
|
|
2019
Q3 | $14K | Hold |
106
| – | – | ﹤0.01% | 558 |
|
|
2019
Q2 | $14K | Buy |
106
+56
| +112% | +$7.4K | ﹤0.01% | 564 |
|
|
2019
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 568 |
|
|
2018
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 618 |
|
|
2018
Q3 | $7K | Hold |
50
| – | – | ﹤0.01% | 608 |
|
|
2018
Q2 | $7K | Buy |
50
+46
| +1,150% | +$6.44K | ﹤0.01% | 618 |
|
|
2018
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 746 |
|
|
2017
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 749 |
|