BIA
Benchmark Investment Advisors’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $601K | Sell |
893
-285
| -24% | -$192K | 0.39% | 58 |
|
|
2024
Q4 | $671K | Sell |
1,178
-381
| -24% | -$217K | 0.44% | 49 |
|
|
2024
Q3 | $771K | Sell |
1,559
-119
| -7% | -$58.9K | 0.55% | 45 |
|
|
2024
Q2 | $980K | Buy |
1,678
+37
| +2% | +$21.6K | 0.71% | 36 |
|
|
2024
Q1 | $881K | Buy |
1,641
+38
| +2% | +$20.4K | 0.7% | 40 |
|
|
2023
Q4 | $742K | Buy |
1,603
+280
| +21% | +$130K | 0.69% | 41 |
|
|
2023
Q3 | $575K | Buy |
1,323
+86
| +7% | +$37.4K | 0.58% | 49 |
|
|
2023
Q2 | $529K | Sell |
1,237
-880
| -42% | -$376K | 0.49% | 57 |
|
|
2023
Q1 | $754K | Sell |
2,117
-64
| -3% | -$22.8K | 0.77% | 41 |
|
|
2022
Q4 | $818K | Buy |
2,181
+1,531
| +236% | +$574K | 0.86% | 41 |
|
|
2022
Q3 | $221K | Buy |
+650
| New | +$221K | 0.24% | 85 |
|