SDAM
Shulman DeMeo Asset Management’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Sell |
454
-5
| -1% | -$3.66K | 0.08% | 88 |
|
|
2025
Q1 | $309K | Hold |
459
| – | – | 0.09% | 87 |
|
|
2024
Q4 | $262K | Hold |
459
| – | – | 0.07% | 99 |
|
|
2024
Q3 | $235K | Buy |
459
+1
| +0.2% | +$511 | 0.06% | 115 |
|
|
2024
Q2 | $268K | Sell |
458
-13
| -3% | -$7.6K | 0.07% | 105 |
|
|
2024
Q1 | $253K | Buy |
471
+1
| +0.2% | +$537 | 0.07% | 110 |
|
|
2023
Q4 | $218K | Buy |
+470
| New | +$218K | 0.06% | 117 |
|
|
2023
Q1 | – | Sell |
-541
| Closed | -$203K | – | 136 |
|
|
2022
Q4 | $203K | Buy |
+541
| New | +$203K | 0.07% | 125 |
|