BWP
Balboa Wealth Partners’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $752K | Sell |
1,026
-24
| -2% | -$17.6K | 0.15% | 116 |
|
|
2025
Q1 | $707K | Sell |
1,050
-27
| -3% | -$18.2K | 0.17% | 104 |
|
|
2024
Q4 | $614K | Buy |
1,077
+449
| +71% | +$256K | 0.14% | 120 |
|
|
2024
Q3 | $310K | Sell |
628
-278
| -31% | -$137K | 0.08% | 186 |
|
|
2024
Q2 | $529K | Buy |
906
+84
| +10% | +$49K | 0.14% | 129 |
|
|
2024
Q1 | $442K | Buy |
822
+83
| +11% | +$44.6K | 0.13% | 129 |
|
|
2023
Q4 | $342K | Buy |
739
+147
| +25% | +$68.1K | 0.11% | 144 |
|
|
2023
Q3 | $258K | Buy |
+592
| New | +$258K | 0.1% | 179 |
|
|
2023
Q2 | – | Sell |
-1,667
| Closed | -$594K | – | 321 |
|
|
2023
Q1 | $594K | Sell |
1,667
-41
| -2% | -$14.6K | 0.22% | 88 |
|
|
2022
Q4 | $641K | Buy |
1,708
+809
| +90% | +$303K | 0.29% | 85 |
|
|
2022
Q3 | $306K | Buy |
+899
| New | +$306K | 0.13% | 133 |
|