Lido Advisors’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.6M | Buy |
63,480
+1,868
| +3% | +$1.37M | 0.18% | 70 |
|
|
2025
Q1 | $41.5M | Buy |
61,612
+2,531
| +4% | +$1.71M | 0.19% | 69 |
|
|
2024
Q4 | $33.7M | Buy |
59,081
+4,489
| +8% | +$2.56M | 0.15% | 78 |
|
|
2024
Q3 | $27M | Buy |
54,592
+2,276
| +4% | +$1.13M | 0.13% | 74 |
|
|
2024
Q2 | $30.6M | Buy |
52,316
+7,465
| +17% | +$4.36M | 0.17% | 56 |
|
|
2024
Q1 | $24.1M | Buy |
44,851
+1,560
| +4% | +$838K | 0.14% | 70 |
|
|
2023
Q4 | $20.1M | Buy |
43,291
+4,676
| +12% | +$2.17M | 0.14% | 77 |
|
|
2023
Q3 | $16.8M | Buy |
38,615
+1,949
| +5% | +$848K | 0.13% | 86 |
|
|
2023
Q2 | $15.7M | Sell |
36,666
-2,814
| -7% | -$1.2M | 0.11% | 93 |
|
|
2023
Q1 | $14.1M | Buy |
39,480
+2,724
| +7% | +$970K | 0.14% | 85 |
|
|
2022
Q4 | $13.8M | Sell |
36,756
-1,628
| -4% | -$611K | 0.17% | 67 |
|
|
2022
Q3 | $13M | Sell |
38,384
-5,019
| -12% | -$1.71M | 0.16% | 56 |
|
|
2022
Q2 | $14.2M | Sell |
43,403
-16,529
| -28% | -$5.39M | 0.19% | 53 |
|
|
2022
Q1 | $18.3M | Buy |
59,932
+3,140
| +6% | +$961K | 0.2% | 46 |
|
|
2021
Q4 | $14.1M | Buy |
56,792
+5,699
| +11% | +$1.42M | 0.15% | 71 |
|
|
2021
Q3 | $10.2M | Buy |
51,093
+3,968
| +8% | +$791K | 0.14% | 72 |
|
|
2021
Q2 | $9.03M | Buy |
47,125
+2,483
| +6% | +$476K | 0.13% | 89 |
|
|
2021
Q1 | $8.73M | Buy |
44,642
+4,437
| +11% | +$867K | 0.15% | 83 |
|
|
2020
Q4 | $7.01M | Buy |
40,205
+5,518
| +16% | +$962K | 0.15% | 80 |
|
|
2020
Q3 | $5.18M | Buy |
34,687
+4,524
| +15% | +$676K | 0.13% | 86 |
|
|
2020
Q2 | $4.64M | Buy |
+30,163
| New | +$4.64M | 0.14% | 88 |
|