OA
Operose Advisors’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $603K | Hold |
823
| – | – | 0.17% | 69 |
|
|
2025
Q1 | $554K | Sell |
823
-94
| -10% | -$63.3K | 0.18% | 71 |
|
|
2024
Q4 | $523K | Sell |
917
-49
| -5% | -$27.9K | 0.18% | 72 |
|
|
2024
Q3 | $478K | Hold |
966
| – | – | 0.15% | 85 |
|
|
2024
Q2 | $564K | Hold |
966
| – | – | 0.2% | 73 |
|
|
2024
Q1 | $519K | Hold |
966
| – | – | 0.18% | 82 |
|
|
2023
Q4 | $447K | Sell |
966
-90
| -9% | -$41.7K | 0.18% | 62 |
|
|
2023
Q3 | $459K | Buy |
1,056
+156
| +17% | +$67.8K | 0.18% | 54 |
|
|
2023
Q2 | $385K | Hold |
900
| – | – | 0.17% | 53 |
|
|
2023
Q1 | $320K | Buy |
900
+375
| +71% | +$134K | 0.16% | 45 |
|
|
2022
Q4 | $197K | Hold |
525
| – | – | 0.11% | 68 |
|
|
2022
Q3 | $178K | Hold |
525
| – | – | 0.12% | 66 |
|
|
2022
Q2 | $171K | Hold |
525
| – | – | 0.12% | 66 |
|
|
2022
Q1 | $161K | Hold |
525
| – | – | 0.11% | 78 |
|
|
2021
Q4 | $130K | Buy |
+525
| New | +$130K | 0.11% | 83 |
|