LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $996K | Hold |
1,359
| – | – | 0.01% | 157 |
|
|
2025
Q1 | $941K | Sell |
1,359
-90
| -6% | -$62.3K | 0.01% | 157 |
|
|
2024
Q4 | $876K | Hold |
1,449
| – | – | 0.01% | 175 |
|
|
2024
Q3 | $732K | Hold |
1,449
| – | – | 0.01% | 188 |
|
|
2024
Q2 | $846K | Hold |
1,449
| – | – | 0.01% | 163 |
|
|
2024
Q1 | $764K | Hold |
1,449
| – | – | 0.01% | 164 |
|
|
2023
Q4 | $724K | Hold |
1,449
| – | – | 0.01% | 176 |
|
|
2023
Q3 | $649K | Hold |
1,449
| – | – | 0.01% | 176 |
|
|
2023
Q2 | $619K | Hold |
1,449
| – | – | 0.01% | 184 |
|
|
2023
Q1 | $516K | Hold |
1,449
| – | – | 0.01% | 197 |
|
|
2022
Q4 | $544K | Hold |
1,449
| – | – | 0.01% | 191 |
|
|
2022
Q3 | $492K | Hold |
1,449
| – | – | 0.01% | 200 |
|
|
2022
Q2 | $473K | Hold |
1,449
| – | – | 0.01% | 213 |
|
|
2022
Q1 | $444K | Hold |
1,449
| – | – | ﹤0.01% | 224 |
|
|
2021
Q4 | $360K | Hold |
1,449
| – | – | ﹤0.01% | 243 |
|
|
2021
Q3 | $289K | Sell |
1,449
-37
| -2% | -$7.38K | ﹤0.01% | 262 |
|
|
2021
Q2 | $284K | Sell |
1,486
-124
| -8% | -$23.7K | ﹤0.01% | 275 |
|
|
2021
Q1 | $314K | Buy |
1,610
+37
| +2% | +$7.22K | ﹤0.01% | 250 |
|
|
2020
Q4 | $274K | Buy |
1,573
+425
| +37% | +$74K | ﹤0.01% | 256 |
|
|
2020
Q3 | $171K | Hold |
1,148
| – | – | ﹤0.01% | 275 |
|
|
2020
Q2 | $176K | Hold |
1,148
| – | – | ﹤0.01% | 260 |
|
|
2020
Q1 | $155K | Sell |
1,148
-225
| -16% | -$30.4K | ﹤0.01% | 254 |
|
|
2019
Q4 | $190K | Sell |
1,373
-140
| -9% | -$19.4K | ﹤0.01% | 275 |
|
|
2019
Q3 | $207K | Hold |
1,513
| – | – | ﹤0.01% | 262 |
|
|
2019
Q2 | $203K | Hold |
1,513
| – | – | ﹤0.01% | 264 |
|
|
2019
Q1 | $177K | Buy |
1,513
+660
| +77% | +$77.2K | ﹤0.01% | 268 |
|
|
2018
Q4 | $94K | Buy |
853
+714
| +514% | +$78.7K | ﹤0.01% | 327 |
|
|
2018
Q3 | $18K | Hold |
139
| – | – | ﹤0.01% | 504 |
|
|
2018
Q2 | $19K | Sell |
139
-100
| -42% | -$13.7K | ﹤0.01% | 507 |
|
|
2018
Q1 | $34K | Sell |
239
-31
| -11% | -$4.41K | ﹤0.01% | 482 |
|
|
2017
Q4 | $42K | Hold |
270
| – | – | ﹤0.01% | 454 |
|
|
2017
Q3 | $41K | Sell |
270
-19
| -7% | -$2.89K | ﹤0.01% | 444 |
|
|
2017
Q2 | $47K | Sell |
289
-50
| -15% | -$8.13K | ﹤0.01% | 424 |
|
|
2017
Q1 | $50K | Hold |
339
| – | – | ﹤0.01% | 412 |
|
|
2016
Q4 | $48K | Sell |
339
-100
| -23% | -$14.2K | ﹤0.01% | 393 |
|
|
2016
Q3 | $73K | Buy |
439
+200
| +84% | +$33.3K | ﹤0.01% | 364 |
|
|
2016
Q2 | $45K | Hold |
239
| – | – | ﹤0.01% | 406 |
|
|
2016
Q1 | $38K | Hold |
239
| – | – | ﹤0.01% | 430 |
|
|
2015
Q4 | $47K | Hold |
239
| – | – | ﹤0.01% | 423 |
|
|
2015
Q3 | $54K | Hold |
239
| – | – | ﹤0.01% | 411 |
|
|
2015
Q2 | $54K | Hold |
239
| – | – | ﹤0.01% | 411 |
|
|
2015
Q1 | $54K | Hold |
239
| – | – | ﹤0.01% | 422 |
|
|
2014
Q4 | $50K | Sell |
239
-98
| -29% | -$20.5K | ﹤0.01% | 425 |
|
|
2014
Q3 | $66K | Hold |
337
| – | – | ﹤0.01% | 378 |
|
|
2014
Q2 | $63K | Hold |
337
| – | – | ﹤0.01% | 408 |
|
|
2014
Q1 | $60K | Sell |
337
-100
| -23% | -$17.8K | ﹤0.01% | 398 |
|
|
2013
Q4 | $71K | Hold |
437
| – | – | ﹤0.01% | 362 |
|
|
2013
Q3 | $56K | Hold |
437
| – | – | ﹤0.01% | 362 |
|
|
2013
Q2 | $50K | Buy |
+437
| New | +$50K | ﹤0.01% | 387 |
|