LRIA
Leonard Rickey Investment Advisors’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Buy |
549
+24
| +5% | +$17.6K | 0.08% | 71 |
|
|
2025
Q1 | $364K | Sell |
525
-14
| -3% | -$9.72K | 0.08% | 71 |
|
|
2024
Q4 | $307K | Buy |
539
+16
| +3% | +$9.12K | 0.07% | 80 |
|
|
2024
Q3 | $258K | Buy |
523
+12
| +2% | +$5.93K | 0.06% | 93 |
|
|
2024
Q2 | $298K | Buy |
511
+127
| +33% | +$74.1K | 0.07% | 77 |
|
|
2024
Q1 | $206K | Buy |
+384
| New | +$206K | 0.05% | 90 |
|