Burt Wealth Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $598K | Hold |
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|
2025
Q1 | $549K | Hold |
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|
2024
Q4 | $465K | Buy |
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|
2024
Q3 | $402K | Hold |
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|
2024
Q2 | $475K | Hold |
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|
2024
Q1 | $436K | Hold |
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|
2023
Q4 | $376K | Hold |
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|
2023
Q3 | $354K | Hold |
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|
2023
Q2 | $347K | Hold |
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|
2023
Q1 | $289K | Hold |
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|
2022
Q4 | $305K | Hold |
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|
2022
Q3 | $276K | Hold |
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|
2022
Q2 | $265K | Hold |
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|
2022
Q1 | $249K | Hold |
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|
2021
Q4 | $202K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $141K | Hold |
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|
2020
Q3 | $121K | Hold |
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|
2020
Q2 | $125K | Hold |
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|
2020
Q1 | $110K | Hold |
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|
2019
Q4 | $112K | Hold |
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|
2019
Q3 | $111K | Sell |
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|
2019
Q2 | $123K | Sell |
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|
2019
Q1 | $117K | Hold |
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|
2018
Q4 | $110K | Hold |
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|
2018
Q3 | $133K | Hold |
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|
2018
Q2 | $133K | Hold |
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|
2018
Q1 | $141K | Hold |
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|
2017
Q4 | $156K | Hold |
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|
2017
Q3 | $154K | Hold |
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|
2017
Q2 | $164K | Hold |
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|
2017
Q1 | $148K | Hold |
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|
2016
Q4 | $140K | Hold |
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|
2016
Q3 | $16K | Sell |
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|
2016
Q2 | $19K | Sell |
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|
2016
Q1 | $181K | Buy |
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|
2015
Q4 | $205K | Buy |
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|
2015
Q3 | $185K | Hold |
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|
2015
Q2 | $225K | Hold |
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|
2015
Q1 | $226K | Hold |
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|
2014
Q4 | $218K | Buy |
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