HWAM
Hennion & Walsh Asset Management’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.95M | Sell |
12,220
-334
| -3% | -$245K | 0.36% | 43 |
|
|
2025
Q1 | $8.45M | Sell |
12,554
-2,479
| -16% | -$1.67M | 0.38% | 41 |
|
|
2024
Q4 | $8.57M | Sell |
15,033
-1,334
| -8% | -$760K | 0.39% | 45 |
|
|
2024
Q3 | $8.09M | Sell |
16,367
-51
| -0.3% | -$25.2K | 0.38% | 43 |
|
|
2024
Q2 | $9.59M | Sell |
16,418
-2,470
| -13% | -$1.44M | 0.49% | 30 |
|
|
2024
Q1 | $10.1M | Buy |
18,888
+158
| +0.8% | +$84.8K | 0.54% | 26 |
|
|
2023
Q4 | $8.67M | Sell |
18,730
-1,472
| -7% | -$682K | 0.5% | 29 |
|
|
2023
Q3 | $8.78M | Buy |
20,202
+925
| +5% | +$402K | 0.56% | 25 |
|
|
2023
Q2 | $8.24M | Buy |
19,277
+990
| +5% | +$423K | 0.49% | 35 |
|
|
2023
Q1 | $6.51M | Buy |
18,287
+3,812
| +26% | +$1.36M | 0.4% | 54 |
|
|
2022
Q4 | $5.43M | Buy |
14,475
+3,465
| +31% | +$1.3M | 0.34% | 70 |
|
|
2022
Q3 | $3.74M | Buy |
11,010
+7,233
| +192% | +$2.46M | 0.25% | 105 |
|
|
2022
Q2 | $1.23M | Buy |
+3,777
| New | +$1.23M | 0.08% | 269 |
|