LBMC Investment Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Hold |
430
| – | – | 0.02% | 167 |
|
|
2025
Q1 | $289K | Hold |
430
| – | – | 0.02% | 163 |
|
|
2024
Q4 | $245K | Hold |
430
| – | – | 0.02% | 174 |
|
|
2024
Q3 | $213K | Hold |
430
| – | – | 0.02% | 183 |
|
|
2024
Q2 | $251K | Hold |
430
| – | – | 0.02% | 158 |
|
|
2024
Q1 | $231K | Buy |
+430
| New | +$231K | 0.02% | 165 |
|
|
2023
Q4 | – | Sell |
-469
| Closed | -$206K | – | 169 |
|
|
2023
Q3 | $206K | Sell |
469
-38
| -7% | -$16.7K | 0.02% | 154 |
|
|
2023
Q2 | $217K | Buy |
+507
| New | +$217K | 0.02% | 155 |
|