RZH
Relyea Zuckerberg Hanson’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
1,484
-34
| -2% | -$24.9K | 0.13% | 95 |
|
|
2025
Q1 | $1.02M | Buy |
1,518
+20
| +1% | +$13.5K | 0.14% | 91 |
|
|
2024
Q4 | $854K | Sell |
1,498
-46
| -3% | -$26.2K | 0.11% | 100 |
|
|
2024
Q3 | $763K | Sell |
1,544
-18
| -1% | -$8.9K | 0.12% | 94 |
|
|
2024
Q2 | $912K | Buy |
1,562
+24
| +2% | +$14K | 0.15% | 81 |
|
|
2024
Q1 | $826K | Buy |
1,538
+15
| +1% | +$8.05K | 0.14% | 82 |
|
|
2023
Q4 | $705K | Sell |
1,523
-216
| -12% | -$100K | 0.14% | 89 |
|
|
2023
Q3 | $756K | Hold |
1,739
| – | – | 0.17% | 78 |
|
|
2023
Q2 | $743K | Sell |
1,739
-49
| -3% | -$20.9K | 0.17% | 83 |
|
|
2023
Q1 | $637K | Buy |
1,788
+88
| +5% | +$31.3K | 0.16% | 89 |
|
|
2022
Q4 | $638K | Buy |
1,700
+75
| +5% | +$28.1K | 0.18% | 80 |
|
|
2022
Q3 | $552K | Buy |
1,625
+17
| +1% | +$5.78K | 0.2% | 76 |
|
|
2022
Q2 | $525K | Buy |
1,608
+5
| +0.3% | +$1.63K | 0.2% | 81 |
|
|
2022
Q1 | $522K | Buy |
1,603
+21
| +1% | +$6.84K | 0.17% | 91 |
|
|
2021
Q4 | $390K | Buy |
1,582
+19
| +1% | +$4.68K | 0.14% | 107 |
|
|
2021
Q3 | $312K | Buy |
1,563
+29
| +2% | +$5.79K | 0.12% | 116 |
|
|
2021
Q2 | $293K | Buy |
1,534
+16
| +1% | +$3.06K | 0.12% | 101 |
|
|
2021
Q1 | $287K | Buy |
1,518
+18
| +1% | +$3.4K | 0.13% | 100 |
|
|
2020
Q4 | $261K | Hold |
1,500
| – | – | 0.14% | 100 |
|
|
2020
Q3 | $235K | Hold |
1,500
| – | – | 0.15% | 104 |
|
|
2020
Q2 | $230K | Hold |
1,500
| – | – | 0.18% | 105 |
|
|
2020
Q1 | $203K | Hold |
1,500
| – | – | 0.22% | 101 |
|
|
2019
Q4 | $207K | Buy |
+1,500
| New | +$207K | 0.2% | 103 |
|