BerganKDV Wealth Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $174K | Sell |
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|
2023
Q1 | $152K | Buy |
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|
2022
Q4 | $153K | Hold |
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|
2022
Q3 | $138K | Hold |
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|
2022
Q2 | $133K | Hold |
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|
2022
Q1 | $125K | Sell |
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|
2021
Q4 | $115K | Sell |
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|
2021
Q3 | $96K | Hold |
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|
2021
Q2 | $92K | Buy |
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|
2021
Q1 | $79K | Hold |
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|
2020
Q4 | $71K | Hold |
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|
2020
Q3 | $61K | Hold |
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|
2020
Q2 | $62K | Buy |
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|
2020
Q1 | $54K | Hold |
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|
2019
Q4 | $55K | Hold |
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|
2019
Q3 | $55K | Hold |
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|
2019
Q2 | $54K | Hold |
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|
2019
Q1 | $47K | Hold |
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|
2018
Q4 | $44K | Hold |
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|
2018
Q3 | $53K | Hold |
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|
2018
Q2 | $53K | Buy |
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