J.W. Cole 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 | $2.76M | Buy |
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|
2025
Q1 | $2.37M | Buy |
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|
2024
Q4 | $478K | Sell |
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|
2024
Q3 | $455K | Sell |
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|
2024
Q2 | $658K | Sell |
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|
2024
Q1 | $784K | Buy |
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|
2023
Q4 | $576K | Buy |
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|
2023
Q3 | $538K | Sell |
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|
2023
Q2 | $535K | Sell |
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|
2023
Q1 | $448K | Buy |
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|
2022
Q4 | $440K | Sell |
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|
2022
Q3 | $421K | Sell |
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|
2022
Q2 | $449K | Buy |
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|
2022
Q1 | $331K | Sell |
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|
2021
Q4 | $305K | Sell |
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|
2021
Q3 | $273K | Buy |
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|
2021
Q2 | $234K | Buy |
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|
2021
Q1 | $238K | Buy |
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|
2020
Q4 | $201K | Sell |
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|
2020
Q3 | $292K | Buy |
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