Strategic Wealth Partners’s McKesson MCK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$666K Buy
2024
Q4
$568K Buy
2024
Q3
$326K Buy
2024
Q2
$338K Buy
2024
Q1
$308K Buy
2019
Q4
Sell
2019
Q3
$108 Sell
2019
Q2
$452K Sell
2019
Q1
$509K Sell
2018
Q4
$876K Sell
2018
Q3
$1.08M Buy
2018
Q2
$963K Sell
2018
Q1
$1.14M Buy
2017
Q4
$303K Buy