KWA
KCS Wealth Advisory’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.92M | Sell |
4,425
-498
| -10% | -$217K | 0.82% | 36 |
|
|
2023
Q2 | $2.1M | Buy |
4,923
+24
| +0.5% | +$10.3K | 0.73% | 43 |
|
|
2023
Q1 | $1.74M | Sell |
4,899
-151
| -3% | -$53.8K | 0.66% | 44 |
|
|
2022
Q4 | $1.89M | Sell |
5,050
-8
| -0.2% | -$3K | 0.79% | 42 |
|
|
2022
Q3 | $1.72M | Sell |
5,058
-3,121
| -38% | -$1.06M | 0.79% | 44 |
|
|
2022
Q2 | $2.67M | Sell |
8,179
-275
| -3% | -$89.7K | 1.19% | 21 |
|
|
2022
Q1 | $2.59M | Buy |
8,454
+216
| +3% | +$66.1K | 1.2% | 27 |
|
|
2021
Q4 | $2.05M | Buy |
8,238
+393
| +5% | +$97.7K | 0.82% | 34 |
|
|
2021
Q3 | $1.56M | Buy |
7,845
+312
| +4% | +$62.2K | 0.74% | 43 |
|
|
2021
Q2 | $1.44M | Buy |
7,533
+642
| +9% | +$123K | 0.68% | 51 |
|
|
2021
Q1 | $1.34M | Buy |
6,891
+874
| +15% | +$170K | 0.69% | 48 |
|
|
2020
Q4 | $1.05M | Buy |
6,017
+335
| +6% | +$58.3K | 0.69% | 54 |
|
|
2020
Q3 | $846K | Buy |
5,682
+382
| +7% | +$56.9K | 0.67% | 63 |
|
|
2020
Q2 | $813K | Buy |
5,300
+2,299
| +77% | +$353K | 0.67% | 60 |
|
|
2020
Q1 | $406K | Sell |
3,001
-5,124
| -63% | -$693K | 0.41% | 98 |
|
|
2019
Q4 | $1.12M | Buy |
8,125
+26
| +0.3% | +$3.6K | 0.84% | 48 |
|
|
2019
Q3 | $1.11M | Buy |
8,099
+222
| +3% | +$30.3K | 0.77% | 40 |
|
|
2019
Q2 | $1.06M | Buy |
7,877
+2,400
| +44% | +$323K | 0.84% | 37 |
|
|
2019
Q1 | $641K | Buy |
5,477
+1,198
| +28% | +$140K | 0.56% | 87 |
|
|
2018
Q4 | $473K | Sell |
4,279
-2,898
| -40% | -$320K | 0.5% | 92 |
|
|
2018
Q3 | $952K | Buy |
7,177
+581
| +9% | +$77.1K | 0.88% | 37 |
|
|
2018
Q2 | $880K | Buy |
6,596
+456
| +7% | +$60.8K | 0.82% | 36 |
|
|
2018
Q1 | $865K | Buy |
6,140
+1,344
| +28% | +$189K | 0.79% | 38 |
|
|
2017
Q4 | $748K | Buy |
+4,796
| New | +$748K | 0.72% | 40 |
|