LVW 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 | $495K | Buy |
676
+148
| +28% | +$108K | 0.05% | 189 |
|
|
2025
Q1 | $355K | Buy |
528
+18
| +4% | +$12.1K | 0.04% | 215 |
|
|
2024
Q4 | $291K | Sell |
510
-243
| -32% | -$138K | 0.04% | 253 |
|
|
2024
Q3 | $372K | Sell |
753
-265
| -26% | -$131K | 0.05% | 211 |
|
|
2024
Q2 | $595K | Sell |
1,018
-746
| -42% | -$436K | 0.09% | 141 |
|
|
2024
Q1 | $947K | Sell |
1,764
-78
| -4% | -$41.9K | 0.16% | 98 |
|
|
2023
Q4 | $853K | Buy |
1,842
+683
| +59% | +$316K | 0.16% | 96 |
|
|
2023
Q3 | $504K | Buy |
+1,159
| New | +$504K | 0.1% | 126 |
|