SIA
Soltis Investment Advisors’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.34M | Buy |
8,659
+553
| +7% | +$405K | 0.5% | 52 |
|
|
2025
Q1 | $5.46M | Buy |
8,106
+3,937
| +94% | +$2.65M | 0.49% | 57 |
|
|
2024
Q4 | $2.38M | Sell |
4,169
-285
| -6% | -$162K | 0.22% | 111 |
|
|
2024
Q3 | $2.2M | Buy |
4,454
+269
| +6% | +$133K | 0.22% | 114 |
|
|
2024
Q2 | $2.44M | Sell |
4,185
-9,951
| -70% | -$5.81M | 0.26% | 101 |
|
|
2024
Q1 | $7.59M | Buy |
14,136
+174
| +1% | +$93.4K | 0.85% | 25 |
|
|
2023
Q4 | $6.46M | Buy |
13,962
+974
| +7% | +$451K | 0.73% | 32 |
|
|
2023
Q3 | $5.65M | Buy |
12,988
+7,806
| +151% | +$3.39M | 0.73% | 37 |
|
|
2023
Q2 | $2.21M | Sell |
5,182
-592
| -10% | -$253K | 0.26% | 102 |
|
|
2023
Q1 | $2.06M | Sell |
5,774
-50
| -0.9% | -$17.8K | 0.26% | 107 |
|
|
2022
Q4 | $2.18M | Sell |
5,824
-227
| -4% | -$85.1K | 0.29% | 93 |
|
|
2022
Q3 | $2.06M | Sell |
6,051
-15
| -0.2% | -$5.1K | 0.31% | 82 |
|
|
2022
Q2 | $1.98M | Buy |
6,066
+12
| +0.2% | +$3.92K | 0.29% | 88 |
|
|
2022
Q1 | $1.85M | Buy |
+6,054
| New | +$1.85M | 0.26% | 93 |
|