Laurel 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 | $170K | Buy |
124,573
+124,403
| +73,178% | +$170K | ﹤0.01% | 450 |
|
|
2025
Q1 | $114K | Hold |
170
| – | – | 0.02% | 223 |
|
|
2024
Q4 | $96.9K | Hold |
170
| – | – | 0.02% | 240 |
|
|
2024
Q3 | $84.1K | Buy |
170
+5
| +3% | +$2.47K | 0.01% | 253 |
|
|
2024
Q2 | $96.4K | Hold |
165
| – | – | 0.02% | 226 |
|
|
2024
Q1 | $88.6K | Buy |
165
+106
| +180% | +$56.9K | 0.02% | 246 |
|
|
2023
Q4 | $27.3K | Hold |
59
| – | – | 0.01% | 333 |
|
|
2023
Q3 | $25.7K | Hold |
59
| – | – | 0.01% | 339 |
|
|
2023
Q2 | $25.2K | Hold |
59
| – | – | 0.01% | 345 |
|
|
2023
Q1 | $21K | Buy |
59
+8
| +16% | +$2.85K | ﹤0.01% | 358 |
|
|
2022
Q4 | $19.1K | Hold |
51
| – | – | ﹤0.01% | 335 |
|
|
2022
Q3 | $17K | Hold |
51
| – | – | ﹤0.01% | 347 |
|
|
2022
Q2 | $17K | Hold |
51
| – | – | ﹤0.01% | 341 |
|
|
2022
Q1 | $16K | Hold |
51
| – | – | ﹤0.01% | 369 |
|
|
2021
Q4 | $13K | Hold |
51
| – | – | ﹤0.01% | 389 |
|
|
2021
Q3 | $10K | Hold |
51
| – | – | ﹤0.01% | 414 |
|
|
2021
Q2 | $10K | Hold |
51
| – | – | ﹤0.01% | 459 |
|
|
2021
Q1 | $10K | Hold |
51
| – | – | ﹤0.01% | 428 |
|
|
2020
Q4 | $9K | Hold |
51
| – | – | ﹤0.01% | 423 |
|
|
2020
Q3 | $8K | Hold |
51
| – | – | ﹤0.01% | 398 |
|
|
2020
Q2 | $8K | Sell |
51
-20
| -28% | -$3.14K | ﹤0.01% | 394 |
|
|
2020
Q1 | $10K | Hold |
71
| – | – | ﹤0.01% | 364 |
|
|
2019
Q4 | $10K | Hold |
71
| – | – | ﹤0.01% | 398 |
|
|
2019
Q3 | $10K | Hold |
71
| – | – | ﹤0.01% | 387 |
|
|
2019
Q2 | $10K | Hold |
71
| – | – | ﹤0.01% | 380 |
|
|
2019
Q1 | $8K | Hold |
71
| – | – | ﹤0.01% | 389 |
|
|
2018
Q4 | $8K | Buy |
+71
| New | +$8K | ﹤0.01% | 376 |
|