SIA
Schechter Investment Advisors’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.45M | Sell |
5,124
-405
| -7% | -$273K | 0.28% | 71 |
|
|
2024
Q4 | $3.15M | Buy |
5,529
+262
| +5% | +$149K | 0.24% | 81 |
|
|
2024
Q3 | $2.6M | Sell |
5,267
-254
| -5% | -$126K | 0.19% | 96 |
|
|
2024
Q2 | $3.22M | Sell |
5,521
-17
| -0.3% | -$9.93K | 0.24% | 74 |
|
|
2024
Q1 | $2.97M | Buy |
5,538
+994
| +22% | +$534K | 0.22% | 80 |
|
|
2023
Q4 | $2.1M | Sell |
4,544
-108
| -2% | -$50K | 0.18% | 108 |
|
|
2023
Q3 | $2.02M | Buy |
4,652
+219
| +5% | +$95.2K | 0.2% | 101 |
|
|
2023
Q2 | $1.89M | Buy |
4,433
+338
| +8% | +$144K | 0.17% | 115 |
|
|
2023
Q1 | $1.46M | Sell |
4,095
-165
| -4% | -$58.7K | 0.13% | 181 |
|
|
2022
Q4 | $1.6M | Sell |
4,260
-132
| -3% | -$49.5K | 0.15% | 159 |
|
|
2022
Q3 | $1.49M | Sell |
4,392
-737
| -14% | -$250K | 0.15% | 162 |
|
|
2022
Q2 | $1.67M | Sell |
5,129
-720
| -12% | -$235K | 0.16% | 125 |
|
|
2022
Q1 | $1.79M | Sell |
5,849
-1,315
| -18% | -$402K | 0.17% | 125 |
|
|
2021
Q4 | $1.78M | Buy |
+7,164
| New | +$1.78M | 0.16% | 140 |
|