LGT Financial 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 | $12.6K | Buy |
17
+6
| +55% | +$4.44K | 0.03% | 189 |
|
|
2025
Q1 | $7.52K | Sell |
11
-77
| -88% | -$52.6K | 0.02% | 188 |
|
|
2024
Q4 | $50.2K | Sell |
88
-2
| -2% | -$1.14K | 0.11% | 147 |
|
|
2024
Q3 | $44.6K | Sell |
90
-72
| -44% | -$35.7K | 0.11% | 139 |
|
|
2024
Q2 | $94.7K | Sell |
162
-540
| -77% | -$316K | 0.2% | 87 |
|
|
2024
Q1 | $377K | Sell |
702
-54
| -7% | -$29K | 0.44% | 44 |
|
|
2023
Q4 | $350K | Buy |
756
+105
| +16% | +$48.6K | 0.43% | 49 |
|
|
2023
Q3 | $283K | Sell |
651
-185
| -22% | -$80.5K | 0.36% | 61 |
|
|
2023
Q2 | $357K | Sell |
836
-22
| -3% | -$9.4K | 0.38% | 76 |
|
|
2023
Q1 | $306K | Sell |
858
-62
| -7% | -$22.1K | 0.57% | 51 |
|
|
2022
Q4 | $345K | Buy |
+920
| New | +$345K | 0.41% | 50 |
|