LMG Wealth Partners’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $505K | Hold |
689
| – | – | 0.1% | 100 |
|
2025
Q1 | $464K | Hold |
689
| – | – | 0.1% | 98 |
|
2024
Q4 | $393K | Hold |
689
| – | – | 0.09% | 101 |
|
2024
Q3 | $341K | Hold |
689
| – | – | 0.08% | 99 |
|
2024
Q2 | $402K | Hold |
689
| – | – | 0.1% | 94 |
|
2024
Q1 | $370K | Hold |
689
| – | – | 0.09% | 100 |
|
2023
Q4 | $319K | Hold |
689
| – | – | 0.09% | 85 |
|
2023
Q3 | $300K | Hold |
689
| – | – | 0.09% | 86 |
|
2023
Q2 | $294K | Hold |
689
| – | – | 0.09% | 91 |
|
2023
Q1 | $245K | Hold |
689
| – | – | 0.08% | 97 |
|
2022
Q4 | $264K | Buy |
+689
| New | +$264K | 0.09% | 92 |
|