Valmark Advisers’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $618K | Buy |
843
+17
| +2% | +$12.5K | 0.01% | 410 |
|
|
2025
Q1 | $556K | Buy |
826
+10
| +1% | +$6.73K | 0.01% | 404 |
|
|
2024
Q4 | $465K | Sell |
816
-104
| -11% | -$59.3K | 0.01% | 431 |
|
|
2024
Q3 | $455K | Buy |
920
+220
| +31% | +$109K | 0.01% | 430 |
|
|
2024
Q2 | $409K | Buy |
700
+22
| +3% | +$12.8K | 0.01% | 422 |
|
|
2024
Q1 | $364K | Buy |
678
+191
| +39% | +$103K | 0.01% | 425 |
|
|
2023
Q4 | $225K | Sell |
487
-3
| -0.6% | -$1.39K | ﹤0.01% | 469 |
|
|
2023
Q3 | $213K | Buy |
490
+3
| +0.6% | +$1.31K | ﹤0.01% | 453 |
|
|
2023
Q2 | $208K | Buy |
+487
| New | +$208K | ﹤0.01% | 455 |
|