TFA
Toth Financial Advisory’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Sell |
15,962
-1,221
| -7% | -$895K | 1.36% | 19 |
|
|
2025
Q1 | $11.6M | Buy |
17,183
+1,104
| +7% | +$743K | 1.39% | 16 |
|
|
2024
Q4 | $9.16M | Buy |
16,079
+527
| +3% | +$300K | 1.08% | 28 |
|
|
2024
Q3 | $7.69M | Sell |
15,552
-144
| -0.9% | -$71.2K | 0.91% | 40 |
|
|
2024
Q2 | $9.17M | Sell |
15,696
-1,452
| -8% | -$848K | 1.17% | 26 |
|
|
2024
Q1 | $9.21M | Sell |
17,148
-1,155
| -6% | -$620K | 1.15% | 28 |
|
|
2023
Q4 | $8.47M | Buy |
18,303
+898
| +5% | +$416K | 1.15% | 27 |
|
|
2023
Q3 | $7.57M | Buy |
17,405
+277
| +2% | +$120K | 1.15% | 27 |
|
|
2023
Q2 | $7.32M | Buy |
17,128
+990
| +6% | +$423K | 1.06% | 32 |
|
|
2023
Q1 | $5.75M | Sell |
16,138
-36
| -0.2% | -$12.8K | 0.9% | 40 |
|
|
2022
Q4 | $6.07M | Buy |
16,174
+1,567
| +11% | +$588K | 0.98% | 39 |
|
|
2022
Q3 | $4.97M | Sell |
14,607
-1,549
| -10% | -$527K | 0.9% | 46 |
|
|
2022
Q2 | $5.27M | Sell |
16,156
-4,108
| -20% | -$1.34M | 0.92% | 43 |
|
|
2022
Q1 | $6.2M | Sell |
20,264
-2,051
| -9% | -$628K | 0.93% | 41 |
|
|
2021
Q4 | $5.55M | Buy |
22,315
+475
| +2% | +$118K | 0.76% | 47 |
|
|
2021
Q3 | $4.35M | Buy |
21,840
+2,741
| +14% | +$546K | 0.66% | 51 |
|
|
2021
Q2 | $3.65M | Buy |
19,099
+1,936
| +11% | +$370K | 0.56% | 63 |
|
|
2021
Q1 | $3.35M | Buy |
17,163
+2,091
| +14% | +$408K | 0.53% | 63 |
|
|
2020
Q4 | $2.62M | Buy |
15,072
+1,295
| +9% | +$225K | 0.45% | 71 |
|
|
2020
Q3 | $2.05M | Buy |
13,777
+4,564
| +50% | +$680K | 0.39% | 71 |
|
|
2020
Q2 | $1.41M | Buy |
9,213
+6,517
| +242% | +$1M | 0.31% | 79 |
|
|
2020
Q1 | $365K | Buy |
+2,696
| New | +$365K | 0.11% | 106 |
|