BDO Wealth Advisors’s McKesson MCK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$3.91M Buy
9,150
+3
+0% +$1.28K 0.45% 48
2023
Q1
$3.26M Sell
9,147
-526
-5% -$187K 0.4% 53
2022
Q4
$3.63M Hold
9,673
0.45% 42
2022
Q3
$3.29M Buy
9,673
+20
+0.2% +$6.8K 0.44% 42
2022
Q2
$3.15M Sell
9,653
-341
-3% -$111K 0.39% 46
2022
Q1
$3.06M Buy
9,994
+67
+0.7% +$20.5K 0.33% 61
2021
Q4
$2.47M Buy
9,927
+441
+5% +$110K 0.26% 72
2021
Q3
$1.89M Buy
9,486
+365
+4% +$72.8K 0.21% 85
2021
Q2
$1.74M Buy
9,121
+217
+2% +$41.5K 0.19% 91
2021
Q1
$1.74M Sell
8,904
-429
-5% -$83.7K 0.2% 87
2020
Q4
$1.62M Buy
9,333
+70
+0.8% +$12.2K 0.23% 78
2020
Q3
$1.38M Buy
9,263
+209
+2% +$31.1K 0.22% 76
2020
Q2
$1.39M Buy
9,054
+510
+6% +$78.2K 0.24% 74
2020
Q1
$1.16M Buy
8,544
+1,974
+30% +$267K 0.23% 78
2019
Q4
$909K Sell
6,570
-979
-13% -$135K 0.23% 79
2019
Q3
$1.03M Buy
7,549
+650
+9% +$88.9K 0.26% 75
2019
Q2
$927K Buy
6,899
+312
+5% +$41.9K 0.25% 79
2019
Q1
$771K Buy
6,587
+51
+0.8% +$5.97K 0.22% 86
2018
Q4
$722K Buy
6,536
+252
+4% +$27.8K 0.25% 75
2018
Q3
$834K Sell
6,284
-895
-12% -$119K 0.27% 71
2018
Q2
$958K Sell
7,179
-154
-2% -$20.6K 0.33% 63
2018
Q1
$1.03M Buy
7,333
+874
+14% +$123K 0.39% 49
2017
Q4
$1.01M Sell
6,459
-230
-3% -$35.9K 0.45% 43
2017
Q3
$1.03M Hold
6,689
0.51% 37
2017
Q2
$1.1M Buy
+6,689
New +$1.1M 0.48% 39