GWA
Gratus Wealth Advisors’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Sell |
3,563
-53
| -1% | -$38.8K | 0.4% | 27 |
|
|
2025
Q1 | $2.43M | Sell |
3,616
-553
| -13% | -$372K | 0.4% | 27 |
|
|
2024
Q4 | $2.38M | Sell |
4,169
-1,098
| -21% | -$626K | 0.38% | 28 |
|
|
2024
Q3 | $2.55M | Buy |
5,267
+255
| +5% | +$123K | 0.42% | 30 |
|
|
2024
Q2 | $2.91M | Sell |
5,012
-359
| -7% | -$208K | 0.5% | 28 |
|
|
2024
Q1 | $2.79M | Sell |
5,371
-83
| -2% | -$43.1K | 0.51% | 27 |
|
|
2023
Q4 | $2.53M | Buy |
+5,454
| New | +$2.53M | 0.5% | 30 |
|