Bogart Wealth LLC’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.5K | Buy |
118
+65
| +123% | +$47.6K | ﹤0.01% | 340 |
|
|
2025
Q1 | $35.7K | Buy |
53
+9
| +20% | +$6.06K | ﹤0.01% | 474 |
|
|
2024
Q4 | $25.1K | Hold |
44
| – | – | ﹤0.01% | 532 |
|
|
2024
Q3 | $21.8K | Hold |
44
| – | – | ﹤0.01% | 541 |
|
|
2024
Q2 | $25.7K | Hold |
44
| – | – | ﹤0.01% | 502 |
|
|
2024
Q1 | $23.6K | Hold |
44
| – | – | ﹤0.01% | 488 |
|
|
2023
Q4 | $20.4K | Hold |
44
| – | – | ﹤0.01% | 502 |
|
|
2023
Q3 | $19.1K | Hold |
44
| – | – | ﹤0.01% | 489 |
|
|
2023
Q2 | $18.8K | Hold |
44
| – | – | ﹤0.01% | 474 |
|
|
2023
Q1 | $15.7K | Buy |
44
+12
| +38% | +$4.27K | ﹤0.01% | 507 |
|
|
2022
Q4 | $12K | Hold |
32
| – | – | ﹤0.01% | 510 |
|
|
2022
Q3 | $11K | Hold |
32
| – | – | ﹤0.01% | 522 |
|
|
2022
Q2 | $10K | Buy |
32
+18
| +129% | +$5.63K | ﹤0.01% | 540 |
|
|
2022
Q1 | $4K | Hold |
14
| – | – | ﹤0.01% | 603 |
|
|
2021
Q4 | $3K | Hold |
14
| – | – | ﹤0.01% | 618 |
|
|
2021
Q3 | $3K | Hold |
14
| – | – | ﹤0.01% | 590 |
|
|
2021
Q2 | $3K | Hold |
14
| – | – | ﹤0.01% | 569 |
|
|
2021
Q1 | $3K | Sell |
14
-15
| -52% | -$3.21K | ﹤0.01% | 525 |
|
|
2020
Q4 | $5K | Hold |
29
| – | – | ﹤0.01% | 375 |
|
|
2020
Q3 | $4K | Hold |
29
| – | – | ﹤0.01% | 369 |
|
|
2020
Q2 | $4K | Hold |
29
| – | – | ﹤0.01% | 354 |
|
|
2020
Q1 | $4K | Hold |
29
| – | – | ﹤0.01% | 341 |
|
|
2019
Q4 | $4K | Buy |
29
+8
| +38% | +$1.1K | ﹤0.01% | 338 |
|
|
2019
Q3 | $3K | Hold |
21
| – | – | ﹤0.01% | 323 |
|
|
2019
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 310 |
|
|
2019
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 316 |
|
|
2018
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 317 |
|
|
2018
Q3 | $3K | Hold |
21
| – | – | ﹤0.01% | 291 |
|
|
2018
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 317 |
|
|
2018
Q1 | $3K | Sell |
21
-46
| -69% | -$6.57K | ﹤0.01% | 298 |
|
|
2017
Q4 | $10K | Hold |
67
| – | – | 0.01% | 232 |
|
|
2017
Q3 | $10K | Buy |
+67
| New | +$10K | 0.01% | 227 |
|