Schwarz Dygos Wheeler Investment Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Hold |
640
| – | – | 0.11% | 106 |
|
|
2025
Q1 | $431K | Hold |
640
| – | – | 0.1% | 111 |
|
|
2024
Q4 | $365K | Hold |
640
| – | – | 0.09% | 115 |
|
|
2024
Q3 | $316K | Hold |
640
| – | – | 0.08% | 116 |
|
|
2024
Q2 | $374K | Hold |
640
| – | – | 0.1% | 105 |
|
|
2024
Q1 | $344K | Buy |
640
+10
| +2% | +$5.37K | 0.1% | 112 |
|
|
2023
Q4 | $292K | Hold |
630
| – | – | 0.09% | 121 |
|
|
2023
Q3 | $274K | Hold |
630
| – | – | 0.09% | 115 |
|
|
2023
Q2 | $269K | Hold |
630
| – | – | 0.09% | 118 |
|
|
2023
Q1 | $224K | Hold |
630
| – | – | 0.08% | 121 |
|
|
2022
Q4 | $236K | Hold |
630
| – | – | 0.09% | 108 |
|
|
2022
Q3 | $214K | Hold |
630
| – | – | 0.09% | 106 |
|
|
2022
Q2 | $206K | Buy |
+630
| New | +$206K | 0.08% | 119 |
|