GWAG
Garrett Wealth Advisory Group’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-470
| Closed | -$232K | – | 103 |
|
|
2024
Q3 | $232K | Hold |
470
| – | – | 0.06% | 88 |
|
|
2024
Q2 | $275K | Hold |
470
| – | – | 0.1% | 71 |
|
|
2024
Q1 | $252K | Hold |
470
| – | – | 0.1% | 58 |
|
|
2023
Q4 | $217K | Hold |
470
| – | – | 0.09% | 57 |
|
|
2023
Q3 | $204K | Sell |
470
-19
| -4% | -$8.25K | 0.09% | 56 |
|
|
2023
Q2 | $209K | Buy |
+489
| New | +$209K | 0.09% | 55 |
|
|
2020
Q4 | – | Sell |
-4,922
| Closed | -$733K | – | 50 |
|
|
2020
Q3 | $733K | Sell |
4,922
-4
| -0.1% | -$596 | 0.58% | 24 |
|
|
2020
Q2 | $755K | Sell |
4,926
-46
| -0.9% | -$7.05K | 0.6% | 24 |
|
|
2020
Q1 | $672K | Buy |
4,972
+50
| +1% | +$6.76K | 0.64% | 24 |
|
|
2019
Q4 | $682K | Sell |
4,922
-219
| -4% | -$30.3K | 0.5% | 27 |
|
|
2019
Q3 | $703K | Buy |
5,141
+1
| +0% | +$137 | 0.49% | 28 |
|
|
2019
Q2 | $692K | Hold |
5,140
| – | – | 0.55% | 28 |
|
|
2019
Q1 | $601K | Sell |
5,140
-61
| -1% | -$7.13K | 0.49% | 27 |
|
|
2018
Q4 | $575K | Buy |
+5,201
| New | +$575K | 0.52% | 22 |
|