LWA
Lineweaver Wealth Advisors’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Buy |
2,489
+4
| +0.2% | +$2.93K | 0.29% | 71 |
|
|
2025
Q1 | $1.67M | Buy |
2,485
+1
| +0% | +$673 | 0.28% | 73 |
|
|
2024
Q4 | $1.42M | Buy |
2,484
+14
| +0.6% | +$7.98K | 0.26% | 77 |
|
|
2024
Q3 | $1.22M | Sell |
2,470
-3
| -0.1% | -$1.48K | 0.23% | 77 |
|
|
2024
Q2 | $1.44M | Buy |
2,473
+2
| +0.1% | +$1.17K | 0.3% | 62 |
|
|
2024
Q1 | $1.33M | Hold |
2,471
| – | – | 0.32% | 64 |
|
|
2023
Q4 | $1.14M | Hold |
2,471
| – | – | 0.3% | 68 |
|
|
2023
Q3 | $1.07M | Buy |
2,471
+2
| +0.1% | +$870 | 0.31% | 60 |
|
|
2023
Q2 | $1.06M | Buy |
2,469
+6
| +0.2% | +$2.56K | 0.3% | 61 |
|
|
2023
Q1 | $877K | Sell |
2,463
-2
| -0.1% | -$712 | 0.27% | 68 |
|
|
2022
Q4 | $925K | Buy |
2,465
+3
| +0.1% | +$1.13K | 0.28% | 71 |
|
|
2022
Q3 | $836K | Buy |
2,462
+6
| +0.2% | +$2.04K | 0.27% | 68 |
|
|
2022
Q2 | $801K | Buy |
2,456
+4
| +0.2% | +$1.31K | 0.26% | 66 |
|
|
2022
Q1 | $750K | Buy |
2,452
+4
| +0.2% | +$1.22K | 0.21% | 74 |
|
|
2021
Q4 | $608K | Buy |
2,448
+6
| +0.2% | +$1.49K | 0.18% | 79 |
|
|
2021
Q3 | $487K | Buy |
+2,442
| New | +$487K | 0.15% | 79 |
|