SIA
Schear Investment Advisers’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
2,573
+76
| +3% | +$55.7K | 0.93% | 36 |
|
|
2025
Q1 | $1.68M | Buy |
2,497
+220
| +10% | +$148K | 0.97% | 35 |
|
|
2024
Q4 | $1.3M | Buy |
2,277
+593
| +35% | +$338K | 0.69% | 42 |
|
|
2024
Q3 | $833K | Sell |
1,684
-37
| -2% | -$18.3K | 0.52% | 61 |
|
|
2024
Q2 | $1.01M | Buy |
1,721
+296
| +21% | +$173K | 0.73% | 48 |
|
|
2024
Q1 | $765K | Buy |
1,425
+451
| +46% | +$242K | 0.61% | 57 |
|
|
2023
Q4 | $451K | Buy |
974
+9
| +0.9% | +$4.17K | 0.43% | 57 |
|
|
2023
Q3 | $420K | Sell |
965
-30
| -3% | -$13K | 0.45% | 61 |
|
|
2023
Q2 | $425K | Buy |
995
+21
| +2% | +$8.97K | 0.45% | 64 |
|
|
2023
Q1 | $347K | Buy |
974
+1
| +0.1% | +$356 | 0.41% | 71 |
|
|
2022
Q4 | $365K | Buy |
+973
| New | +$365K | 0.45% | 71 |
|