RMR Wealth Builders’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Buy |
458
+6
| +1% | +$4.4K | 0.03% | 213 |
|
|
2025
Q1 | $304K | Buy |
452
+7
| +2% | +$4.71K | 0.03% | 202 |
|
|
2024
Q4 | $253K | Sell |
445
-26
| -6% | -$14.8K | 0.03% | 222 |
|
|
2024
Q3 | $233K | Sell |
471
-8
| -2% | -$3.96K | 0.02% | 233 |
|
|
2024
Q2 | $280K | Buy |
479
+15
| +3% | +$8.75K | 0.03% | 209 |
|
|
2024
Q1 | $249K | Buy |
464
+23
| +5% | +$12.3K | 0.03% | 226 |
|
|
2023
Q4 | $204K | Sell |
441
-216
| -33% | -$100K | 0.03% | 224 |
|
|
2023
Q3 | $286K | Buy |
+657
| New | +$286K | 0.05% | 189 |
|
|
2021
Q2 | – | Sell |
-65
| Closed | -$13K | – | 473 |
|
|
2021
Q1 | $13K | Buy |
+65
| New | +$13K | ﹤0.01% | 569 |
|
|
2020
Q3 | – | Sell |
-244
| Closed | -$37K | – | 368 |
|
|
2020
Q2 | $37K | Buy |
+244
| New | +$37K | 0.03% | 253 |
|
|
2019
Q4 | $20K | Buy |
+147
| New | +$20K | 0.02% | 312 |
|