SOA Wealth Advisors’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121K | Buy |
+165
| New | +$121K | 0.02% | 257 |
|
|
2024
Q2 | – | Sell |
-2
| Closed | -$1.07K | – | 892 |
|
|
2024
Q1 | $1.07K | Hold |
2
| – | – | ﹤0.01% | 759 |
|
|
2023
Q4 | $926 | Hold |
2
| – | – | ﹤0.01% | 761 |
|
|
2023
Q3 | $870 | Hold |
2
| – | – | ﹤0.01% | 788 |
|
|
2023
Q2 | $855 | Hold |
2
| – | – | ﹤0.01% | 795 |
|
|
2023
Q1 | $712 | Hold |
2
| – | – | ﹤0.01% | 822 |
|
|
2022
Q4 | $750 | Hold |
2
| – | – | ﹤0.01% | 819 |
|
|
2022
Q3 | $0 | Sell |
2
-3
| -60% | – | ﹤0.01% | 923 |
|
|
2022
Q2 | $1K | Sell |
5
-183
| -97% | -$36.6K | ﹤0.01% | 766 |
|
|
2022
Q1 | $57K | Hold |
188
| – | – | 0.01% | 291 |
|
|
2021
Q4 | $46K | Hold |
188
| – | – | 0.01% | 306 |
|
|
2021
Q3 | $37K | Buy |
188
+4
| +2% | +$787 | 0.01% | 351 |
|
|
2021
Q2 | $35K | Buy |
184
+69
| +60% | +$13.1K | 0.01% | 361 |
|
|
2021
Q1 | $22K | Buy |
115
+1
| +0.9% | +$191 | 0.01% | 390 |
|
|
2020
Q4 | $20K | Buy |
+114
| New | +$20K | 0.01% | 405 |
|