BRWA
B. Riley Wealth Advisors’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
+2,373
| New | +$1.74M | 0.08% | 228 |
|
|
2024
Q4 | $1.73M | Sell |
3,039
-287
| -9% | -$164K | 0.06% | 307 |
|
|
2024
Q3 | $1.63M | Sell |
3,326
-1,243
| -27% | -$608K | 0.05% | 370 |
|
|
2024
Q2 | $2.67M | Sell |
4,569
-178
| -4% | -$104K | 0.07% | 274 |
|
|
2024
Q1 | $2.07M | Buy |
4,747
+449
| +10% | +$196K | 0.06% | 344 |
|
|
2023
Q4 | $1.99M | Sell |
4,298
-449
| -9% | -$208K | 0.05% | 360 |
|
|
2023
Q3 | $2.07M | Buy |
4,747
+557
| +13% | +$243K | 0.06% | 344 |
|
|
2023
Q2 | $1.79M | Buy |
4,190
+5
| +0.1% | +$2.14K | 0.04% | 396 |
|
|
2023
Q1 | $1.49M | Buy |
4,185
+7
| +0.2% | +$2.5K | 0.04% | 435 |
|
|
2022
Q4 | $1.57M | Buy |
4,178
+148
| +4% | +$55.6K | 0.04% | 406 |
|
|
2022
Q3 | $1.37M | Buy |
4,030
+261
| +7% | +$88.7K | 0.04% | 406 |
|
|
2022
Q2 | $1.23M | Sell |
3,769
-243
| -6% | -$79.4K | 0.05% | 348 |
|
|
2022
Q1 | $1.23M | Buy |
4,012
+2,141
| +114% | +$656K | 0.04% | 419 |
|
|
2021
Q4 | $465K | Buy |
1,871
+133
| +8% | +$33.1K | 0.01% | 852 |
|
|
2021
Q3 | $347K | Sell |
1,738
-11
| -0.6% | -$2.2K | 0.01% | 965 |
|
|
2021
Q2 | $335K | Sell |
1,749
-114
| -6% | -$21.8K | 0.01% | 962 |
|
|
2021
Q1 | $365K | Buy |
1,863
+234
| +14% | +$45.8K | 0.01% | 894 |
|
|
2020
Q4 | $284K | Sell |
1,629
-1,689
| -51% | -$294K | 0.02% | 787 |
|
|
2020
Q3 | $502K | Buy |
3,318
+1,287
| +63% | +$195K | 0.03% | 529 |
|
|
2020
Q2 | $313K | Sell |
2,031
-15
| -0.7% | -$2.31K | 0.02% | 622 |
|
|
2020
Q1 | $278K | Sell |
2,046
-222
| -10% | -$30.2K | 0.02% | 568 |
|
|
2019
Q4 | $315K | Sell |
2,268
-11,925
| -84% | -$1.66M | 0.03% | 576 |
|
|
2019
Q3 | $1.94M | Buy |
14,193
+11,954
| +534% | +$1.63M | 0.19% | 117 |
|
|
2019
Q2 | $302K | Buy |
2,239
+85
| +4% | +$11.5K | 0.03% | 560 |
|
|
2019
Q1 | $254K | Buy |
2,154
+327
| +18% | +$38.6K | 0.03% | 565 |
|
|
2018
Q4 | $204K | Sell |
1,827
-790
| -30% | -$88.2K | 0.03% | 576 |
|
|
2018
Q3 | $348K | Sell |
2,617
-71
| -3% | -$9.44K | 0.04% | 449 |
|
|
2018
Q2 | $360K | Sell |
2,688
-14
| -0.5% | -$1.88K | 0.05% | 405 |
|
|
2018
Q1 | $382K | Sell |
2,702
-128
| -5% | -$18.1K | 0.05% | 383 |
|
|
2017
Q4 | $443K | Sell |
2,830
-6,648
| -70% | -$1.04M | 0.06% | 347 |
|
|
2017
Q3 | $1.46M | Sell |
9,478
-28
| -0.3% | -$4.31K | 0.24% | 110 |
|
|
2017
Q2 | $1.57M | Buy |
9,506
+865
| +10% | +$142K | 0.28% | 103 |
|
|
2017
Q1 | $1.28M | Buy |
8,641
+212
| +3% | +$31.5K | 0.26% | 102 |
|
|
2016
Q4 | $1.19M | Buy |
8,429
+6,476
| +332% | +$910K | 0.24% | 108 |
|
|
2016
Q3 | $327K | Buy |
1,953
+190
| +11% | +$31.8K | 0.06% | 382 |
|
|
2016
Q2 | $330K | Buy |
1,763
+146
| +9% | +$27.3K | 0.07% | 370 |
|
|
2016
Q1 | $254K | Buy |
1,617
+256
| +19% | +$40.2K | 0.06% | 395 |
|
|
2015
Q4 | $269K | Sell |
1,361
-73
| -5% | -$14.4K | 0.05% | 401 |
|
|
2015
Q3 | $266K | Buy |
1,434
+28
| +2% | +$5.19K | 0.06% | 393 |
|
|
2015
Q2 | $318K | Sell |
1,406
-50
| -3% | -$11.3K | 0.08% | 312 |
|
|
2015
Q1 | $329K | Buy |
1,456
+306
| +27% | +$69.1K | 0.08% | 325 |
|
|
2014
Q4 | $239 | Sell |
1,150
-69
| -6% | -$14 | 0.01% | 1297 |
|
|
2014
Q3 | $237K | Buy |
1,219
+560
| +85% | +$109K | 0.06% | 447 |
|
|
2014
Q2 | $123K | Buy |
+659
| New | +$123K | 0.03% | 639 |
|