PIA
Petredis Investment Advisors’s McKesson MCK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.68M | Buy |
5,020
+71
| +1% | +$52K | 0.32% | 60 |
|
2025
Q1 | $3.33M | Buy |
4,949
+69
| +1% | +$46.4K | 0.35% | 59 |
|
2024
Q4 | $2.78M | Sell |
4,880
-78
| -2% | -$44.5K | 0.29% | 62 |
|
2024
Q3 | $2.45M | Buy |
4,958
+19
| +0.4% | +$9.39K | 0.26% | 72 |
|
2024
Q2 | $2.88M | Sell |
4,939
-4
| -0.1% | -$2.34K | 0.32% | 62 |
|
2024
Q1 | $2.65M | Buy |
4,943
+79
| +2% | +$42.4K | 0.32% | 65 |
|
2023
Q4 | $2.25M | Sell |
4,864
-124
| -2% | -$57.4K | 0.3% | 70 |
|
2023
Q3 | $2.17M | Buy |
+4,988
| New | +$2.17M | 0.31% | 72 |
|