OWA
Opal Wealth Advisors’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $706K | Buy |
963
+10
| +1% | +$7.33K | 0.2% | 62 |
|
|
2025
Q1 | $641K | Sell |
953
-47
| -5% | -$31.6K | 0.2% | 63 |
|
|
2024
Q4 | $570K | Buy |
1,000
+40
| +4% | +$22.8K | 0.17% | 83 |
|
|
2024
Q3 | $475K | Sell |
960
-60
| -6% | -$29.7K | 0.15% | 81 |
|
|
2024
Q2 | $596K | Buy |
1,020
+174
| +21% | +$102K | 0.19% | 70 |
|
|
2024
Q1 | $454K | Buy |
846
+216
| +34% | +$116K | 0.15% | 88 |
|
|
2023
Q4 | $292K | Sell |
630
-8
| -1% | -$3.7K | 0.11% | 133 |
|
|
2023
Q3 | $277K | Sell |
638
-87
| -12% | -$37.8K | 0.16% | 108 |
|
|
2023
Q2 | $310K | Sell |
725
-32
| -4% | -$13.7K | 0.15% | 91 |
|
|
2023
Q1 | $270K | Sell |
757
-10
| -1% | -$3.56K | 0.16% | 85 |
|
|
2022
Q4 | $288K | Sell |
767
-1
| -0.1% | -$375 | 0.16% | 87 |
|
|
2022
Q3 | $261K | Sell |
768
-7
| -0.9% | -$2.38K | 0.19% | 76 |
|
|
2022
Q2 | $253K | Sell |
775
-127
| -14% | -$41.5K | 0.17% | 82 |
|
|
2022
Q1 | $276K | Buy |
902
+23
| +3% | +$7.04K | 0.24% | 71 |
|
|
2021
Q4 | $218K | Buy |
+879
| New | +$218K | 0.14% | 112 |
|