TWA
TCI Wealth Advisors’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
1,514
+2
| +0.1% | +$1.47K | 0.08% | 91 |
|
|
2025
Q1 | $1.02M | Sell |
1,512
-19
| -1% | -$12.8K | 0.08% | 80 |
|
|
2024
Q4 | $873K | Buy |
1,531
+1
| +0.1% | +$570 | 0.07% | 87 |
|
|
2024
Q3 | $756K | Buy |
1,530
+10
| +0.7% | +$4.94K | 0.06% | 96 |
|
|
2024
Q2 | $888K | Sell |
1,520
-11
| -0.7% | -$6.42K | 0.08% | 85 |
|
|
2024
Q1 | $822K | Buy |
1,531
+19
| +1% | +$10.2K | 0.08% | 89 |
|
|
2023
Q4 | $700K | Sell |
1,512
-3
| -0.2% | -$1.39K | 0.07% | 93 |
|
|
2023
Q3 | $659K | Buy |
1,515
+7
| +0.5% | +$3.04K | 0.08% | 90 |
|
|
2023
Q2 | $644K | Hold |
1,508
| – | – | 0.08% | 94 |
|
|
2023
Q1 | $537K | Hold |
1,508
| – | – | 0.07% | 102 |
|
|
2022
Q4 | $566K | Sell |
1,508
-2
| -0.1% | -$750 | 0.08% | 92 |
|
|
2022
Q3 | $513K | Buy |
1,510
+1
| +0.1% | +$340 | 0.08% | 94 |
|
|
2022
Q2 | $492K | Buy |
1,509
+14
| +0.9% | +$4.57K | 0.08% | 102 |
|
|
2022
Q1 | $458K | Sell |
1,495
-280
| -16% | -$85.8K | 0.07% | 108 |
|
|
2021
Q4 | $441K | Hold |
1,775
| – | – | 0.07% | 110 |
|
|
2021
Q3 | $354K | Buy |
1,775
+2
| +0.1% | +$399 | 0.05% | 122 |
|
|
2021
Q2 | $339K | Buy |
1,773
+6
| +0.3% | +$1.15K | 0.06% | 131 |
|
|
2021
Q1 | $345K | Buy |
1,767
+6
| +0.3% | +$1.17K | 0.15% | 113 |
|
|
2020
Q4 | $306K | Sell |
1,761
-3
| -0.2% | -$521 | 0.14% | 112 |
|
|
2020
Q3 | $263K | Sell |
1,764
-23
| -1% | -$3.43K | 0.1% | 124 |
|
|
2020
Q2 | $274K | Buy |
1,787
+255
| +17% | +$39.1K | 0.12% | 112 |
|
|
2020
Q1 | $207K | Buy |
1,532
+2
| +0.1% | +$270 | 0.1% | 134 |
|
|
2019
Q4 | $212K | Sell |
1,530
-6
| -0.4% | -$831 | 0.08% | 166 |
|
|
2019
Q3 | $210K | Buy |
1,536
+11
| +0.7% | +$1.5K | 0.09% | 139 |
|
|
2019
Q2 | $205K | Buy |
1,525
+13
| +0.9% | +$1.75K | 0.09% | 140 |
|
|
2019
Q1 | $177K | Hold |
1,512
| – | – | 0.08% | 164 |
|
|
2018
Q4 | $167K | Sell |
1,512
-13
| -0.9% | -$1.44K | 0.08% | 151 |
|
|
2018
Q3 | $202K | Sell |
1,525
-8
| -0.5% | -$1.06K | 0.08% | 144 |
|
|
2018
Q2 | $205K | Buy |
1,533
+8
| +0.5% | +$1.07K | 0.09% | 144 |
|
|
2018
Q1 | $215K | Sell |
1,525
-100
| -6% | -$14.1K | 0.1% | 136 |
|
|
2017
Q4 | $253K | Buy |
1,625
+100
| +7% | +$15.6K | 0.11% | 135 |
|
|
2017
Q3 | $234K | Hold |
1,525
| – | – | 0.11% | 126 |
|
|
2017
Q2 | $251K | Sell |
1,525
-6
| -0.4% | -$988 | 0.13% | 115 |
|
|
2017
Q1 | $227K | Hold |
1,531
| – | – | 0.12% | 119 |
|
|
2016
Q4 | $215K | Hold |
1,531
| – | – | 0.11% | 130 |
|
|
2016
Q3 | $255K | Sell |
1,531
-220
| -13% | -$36.6K | 0.14% | 105 |
|
|
2016
Q2 | $327K | Sell |
1,751
-85
| -5% | -$15.9K | 0.18% | 91 |
|
|
2016
Q1 | $289K | Buy |
1,836
+64
| +4% | +$10.1K | 0.16% | 100 |
|
|
2015
Q4 | $349K | Hold |
1,772
| – | – | 0.19% | 88 |
|
|
2015
Q3 | $328K | Buy |
1,772
+1,370
| +341% | +$254K | 0.2% | 89 |
|
|
2015
Q2 | $90K | Sell |
402
-38
| -9% | -$8.51K | 0.05% | 201 |
|
|
2015
Q1 | $100K | Sell |
440
-120
| -21% | -$27.3K | 0.06% | 175 |
|
|
2014
Q4 | $116K | Hold |
560
| – | – | 0.07% | 165 |
|
|
2014
Q3 | $109K | Hold |
560
| – | – | 0.07% | 162 |
|
|
2014
Q2 | $104K | Hold |
560
| – | – | 0.06% | 166 |
|
|
2014
Q1 | $99K | Hold |
560
| – | – | 0.06% | 169 |
|
|
2013
Q4 | $90K | Hold |
560
| – | – | 0.06% | 173 |
|
|
2013
Q3 | $72K | Hold |
560
| – | – | 0.05% | 180 |
|
|
2013
Q2 | $64K | Buy |
+560
| New | +$64K | 0.05% | 197 |
|