SOA Wealth 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
Q3 | $127K | Hold |
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|
2025
Q2 | $121K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.07K | Hold |
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|
2023
Q4 | $926 | Hold |
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|
2023
Q3 | $870 | Hold |
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|
2023
Q2 | $855 | Hold |
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|
2023
Q1 | $712 | Hold |
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|
2022
Q4 | $750 | Hold |
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|
2022
Q3 | $0 | Sell |
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|
2022
Q2 | $1K | Sell |
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|
2022
Q1 | $57K | Hold |
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|
2021
Q4 | $46K | Hold |
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|
2021
Q3 | $37K | Buy |
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|
2021
Q2 | $35K | Buy |
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|
2021
Q1 | $22K | Buy |
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|
2020
Q4 | $20K | Buy |
|