BWA

Burt Wealth Advisors’s McKesson MCK Stock Holding History

Burt Wealth Advisors’s Portfolio MCK Stock Details MCK Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$598K	Hold	816	–	–	0.14%	64
2025 Q1	$549K	Hold	816	–	–	0.14%	60
2024 Q4	$465K	Buy	816 +3	+0.4%	+$1.71K	0.12%	66
2024 Q3	$402K	Hold	813	–	–	0.1%	71
2024 Q2	$475K	Hold	813	–	–	0.13%	61
2024 Q1	$436K	Hold	813	–	–	0.11%	76
2023 Q4	$376K	Hold	813	–	–	0.11%	71
2023 Q3	$354K	Hold	813	–	–	0.11%	69
2023 Q2	$347K	Hold	813	–	–	0.1%	73
2023 Q1	$289K	Hold	813	–	–	0.09%	84
2022 Q4	$305K	Hold	813	–	–	0.1%	80
2022 Q3	$276K	Hold	813	–	–	0.11%	71
2022 Q2	$265K	Hold	813	–	–	0.09%	75
2022 Q1	$249K	Hold	813	–	–	0.07%	89
2021 Q4	$202K	Buy	+813	New	+$202K	0.07%	91
2021 Q1	–	Sell	-813	Closed	-$141K	–	247
2020 Q4	$141K	Hold	813	–	–	0.05%	107
2020 Q3	$121K	Hold	813	–	–	0.05%	109
2020 Q2	$125K	Hold	813	–	–	0.05%	107
2020 Q1	$110K	Hold	813	–	–	0.05%	106
2019 Q4	$112K	Hold	813	–	–	0.04%	121
2019 Q3	$111K	Sell	813 -102	-11%	-$13.9K	0.05%	121
2019 Q2	$123K	Sell	915 -85	-9%	-$11.4K	0.05%	110
2019 Q1	$117K	Hold	1,000	–	–	0.05%	113
2018 Q4	$110K	Hold	1,000	–	–	0.05%	118
2018 Q3	$133K	Hold	1,000	–	–	0.06%	115
2018 Q2	$133K	Hold	1,000	–	–	0.06%	109
2018 Q1	$141K	Hold	1,000	–	–	0.07%	102
2017 Q4	$156K	Hold	1,000	–	–	0.1%	95
2017 Q3	$154K	Hold	1,000	–	–	0.1%	88
2017 Q2	$164K	Hold	1,000	–	–	0.11%	82
2017 Q1	$148K	Hold	1,000	–	–	0.11%	80
2016 Q4	$140K	Hold	1,000	–	–	0.13%	90
2016 Q3	$16K	Sell	1,000 -42	-4%	-$672	0.02%	234
2016 Q2	$19K	Sell	1,042 -110	-10%	-$2.01K	0.02%	221
2016 Q1	$181K	Buy	1,152 +110	+11%	+$17.3K	0.17%	66
2015 Q4	$205K	Buy	1,042 +42	+4%	+$8.26K	0.16%	62
2015 Q3	$185K	Hold	1,000	–	–	0.23%	57
2015 Q2	$225K	Hold	1,000	–	–	0.24%	56
2015 Q1	$226K	Hold	1,000	–	–	0.23%	48
2014 Q4	$218K	Buy	+1,000	New	+$218K	0.23%	51