Levy Wealth Management Group’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $677K | Buy |
1,160
+3
| +0.3% | +$1.75K | 0.17% | 47 |
|
|
2024
Q1 | $536K | Hold |
1,157
| – | – | 0.15% | 54 |
|
|
2023
Q4 | $536K | Buy |
1,157
+2
| +0.2% | +$926 | 0.15% | 54 |
|
|
2023
Q3 | $502K | Buy |
1,155
+1
| +0.1% | +$435 | 0.16% | 54 |
|
|
2023
Q2 | $493K | Buy |
1,154
+2
| +0.2% | +$854 | 0.15% | 58 |
|
|
2023
Q1 | $410K | Buy |
1,152
+2
| +0.2% | +$712 | 0.13% | 61 |
|
|
2022
Q4 | $432K | Buy |
1,150
+269
| +31% | +$101K | 0.14% | 55 |
|
|
2022
Q3 | $299K | Buy |
+881
| New | +$299K | 0.13% | 61 |
|