Schwarz Dygos Wheeler Investment Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Hold |
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|
2025
Q1 | $431K | Hold |
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|
2024
Q4 | $365K | Hold |
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|
2024
Q3 | $316K | Hold |
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|
2024
Q2 | $374K | Hold |
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|
2024
Q1 | $344K | Buy |
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|
2023
Q4 | $292K | Hold |
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|
2023
Q3 | $274K | Hold |
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|
2023
Q2 | $269K | Hold |
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|
2023
Q1 | $224K | Hold |
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|
2022
Q4 | $236K | Hold |
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|
2022
Q3 | $214K | Hold |
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|
2022
Q2 | $206K | Buy |
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