Guardian Wealth Advisors (North Carolina)’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
1,598
+6
| +0.4% | +$4.4K | 0.08% | 121 |
|
|
2025
Q1 | $1.07M | Buy |
1,592
+9
| +0.6% | +$6.06K | 0.09% | 124 |
|
|
2024
Q4 | $902K | Buy |
1,583
+20
| +1% | +$11.4K | 0.07% | 140 |
|
|
2024
Q3 | $773K | Sell |
1,563
-15
| -1% | -$7.42K | 0.08% | 125 |
|
|
2024
Q2 | $922K | Sell |
1,578
-6
| -0.4% | -$3.51K | 0.11% | 105 |
|
|
2024
Q1 | $851K | Sell |
1,584
-55
| -3% | -$29.5K | 0.1% | 111 |
|
|
2023
Q4 | $759K | Sell |
1,639
-2
| -0.1% | -$926 | 0.12% | 103 |
|
|
2023
Q3 | $715K | Sell |
1,641
-18
| -1% | -$7.84K | 0.12% | 100 |
|
|
2023
Q2 | $710K | Buy |
1,659
+17
| +1% | +$7.27K | 0.12% | 96 |
|
|
2023
Q1 | $586K | Buy |
1,642
+17
| +1% | +$6.06K | 0.1% | 102 |
|
|
2022
Q4 | $610K | Sell |
1,625
-120
| -7% | -$45.1K | 0.12% | 97 |
|
|
2022
Q3 | $594K | Sell |
1,745
-40
| -2% | -$13.6K | 0.11% | 92 |
|
|
2022
Q2 | $583K | Buy |
1,785
+175
| +11% | +$57.2K | 0.11% | 95 |
|
|
2022
Q1 | $494K | Buy |
+1,610
| New | +$494K | 0.21% | 86 |
|