MPS Loria Financial Planners’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Buy |
2,827
+3
| +0.1% | +$2.2K | 0.61% | 16 |
|
|
2025
Q1 | $1.9M | Buy |
2,824
+4
| +0.1% | +$2.69K | 0.56% | 17 |
|
|
2024
Q4 | $1.61M | Buy |
2,820
+4
| +0.1% | +$2.28K | 0.48% | 17 |
|
|
2024
Q3 | $1.39M | Buy |
2,816
+3
| +0.1% | +$1.48K | 0.42% | 21 |
|
|
2024
Q2 | $1.64M | Buy |
2,813
+2
| +0.1% | +$1.17K | 0.53% | 16 |
|
|
2024
Q1 | $1.51M | Buy |
2,811
+3
| +0.1% | +$1.61K | 0.51% | 19 |
|
|
2023
Q4 | $1.3M | Hold |
2,808
| – | – | 0.46% | 19 |
|
|
2023
Q3 | $1.22M | Buy |
2,808
+4
| +0.1% | +$1.74K | 0.48% | 20 |
|
|
2023
Q2 | $1.2M | Buy |
2,804
+3
| +0.1% | +$1.28K | 0.45% | 21 |
|
|
2023
Q1 | $997K | Buy |
2,801
+16
| +0.6% | +$5.7K | 0.4% | 25 |
|
|
2022
Q4 | $1.04M | Sell |
2,785
-9
| -0.3% | -$3.38K | 0.46% | 23 |
|
|
2022
Q3 | $949K | Buy |
2,794
+16
| +0.6% | +$5.44K | 0.37% | 24 |
|
|
2022
Q2 | $906K | Buy |
2,778
+4
| +0.1% | +$1.31K | 0.41% | 24 |
|
|
2022
Q1 | $849K | Buy |
2,774
+5
| +0.2% | +$1.53K | 0.36% | 26 |
|
|
2021
Q4 | $688K | Buy |
2,769
+4
| +0.1% | +$994 | 0.28% | 30 |
|
|
2021
Q3 | $551K | Buy |
2,765
+5
| +0.2% | +$996 | 0.25% | 33 |
|
|
2021
Q2 | $528K | Buy |
2,760
+6
| +0.2% | +$1.15K | 0.24% | 34 |
|
|
2021
Q1 | $537K | Sell |
2,754
-1
| -0% | -$195 | 0.25% | 35 |
|
|
2020
Q4 | $481K | Buy |
2,755
+30
| +1% | +$5.24K | 0.22% | 38 |
|
|
2020
Q3 | $406K | Buy |
2,725
+7
| +0.3% | +$1.04K | 0.21% | 39 |
|
|
2020
Q2 | $417K | Buy |
2,718
+8
| +0.3% | +$1.23K | 0.22% | 33 |
|
|
2020
Q1 | $366K | Buy |
2,710
+7
| +0.3% | +$945 | 0.28% | 32 |
|
|
2019
Q4 | $373K | Buy |
2,703
+7
| +0.3% | +$966 | 0.22% | 41 |
|
|
2019
Q3 | $368K | Buy |
2,696
+7
| +0.3% | +$955 | 0.24% | 38 |
|
|
2019
Q2 | $361K | Buy |
2,689
+7
| +0.3% | +$940 | 0.23% | 41 |
|
|
2019
Q1 | $314K | Buy |
2,682
+10
| +0.4% | +$1.17K | 0.21% | 44 |
|
|
2018
Q4 | $295K | Sell |
2,672
-1
| -0% | -$110 | 0.21% | 48 |
|
|
2018
Q3 | $354K | Buy |
2,673
+15
| +0.6% | +$1.99K | 0.22% | 45 |
|
|
2018
Q2 | $355K | Sell |
2,658
-84
| -3% | -$11.2K | 0.36% | 41 |
|
|
2018
Q1 | $386K | Buy |
2,742
+6
| +0.2% | +$845 | 0.27% | 39 |
|
|
2017
Q4 | $427K | Buy |
2,736
+6
| +0.2% | +$936 | 0.29% | 42 |
|
|
2017
Q3 | $419K | Hold |
2,730
| – | – | 0.3% | 40 |
|
|
2017
Q2 | $408K | Buy |
+2,730
| New | +$408K | 0.27% | 41 |
|