MPS Loria Financial Planners’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.19M | Buy |
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|
2025
Q2 | $2.07M | Buy |
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|
2025
Q1 | $1.9M | Buy |
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|
2024
Q4 | $1.61M | Buy |
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|
2024
Q3 | $1.39M | Buy |
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|
2024
Q2 | $1.64M | Buy |
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|
2024
Q1 | $1.51M | Buy |
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|
2023
Q4 | $1.3M | Hold |
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|
2023
Q3 | $1.22M | Buy |
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|
2023
Q2 | $1.2M | Buy |
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|
2023
Q1 | $997K | Buy |
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|
2022
Q4 | $1.04M | Sell |
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|
2022
Q3 | $949K | Buy |
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|
2022
Q2 | $906K | Buy |
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|
2022
Q1 | $849K | Buy |
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|
2021
Q4 | $688K | Buy |
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|
2021
Q3 | $551K | Buy |
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|
2021
Q2 | $528K | Buy |
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|
2021
Q1 | $537K | Sell |
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|
2020
Q4 | $481K | Buy |
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|
2020
Q3 | $406K | Buy |
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|
2020
Q2 | $417K | Buy |
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|
2020
Q1 | $366K | Buy |
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|
2019
Q4 | $373K | Buy |
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|
2019
Q3 | $368K | Buy |
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|
2019
Q2 | $361K | Buy |
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|
2019
Q1 | $314K | Buy |
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|
2018
Q4 | $295K | Sell |
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|
2018
Q3 | $354K | Buy |
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|
2018
Q2 | $355K | Sell |
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|
2018
Q1 | $386K | Buy |
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|
2017
Q4 | $427K | Buy |
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|
2017
Q3 | $419K | Hold |
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|
2017
Q2 | $408K | Buy |
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