BMS Financial Advisors, LLC

SEC CIK: 0001928041
Latest filing: Jul 31, 2023

SEC filings (opens in a new tab)

MCK holding history

McKesson Corp in every 13F filed by BMS Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MCK overview All 13F holders of MCK Full Q2 2023 holdings

Shares (Q2 2023): 806
Value: $344.4K
% of portfolio: 0.2%
Quarters held: 4; Since Q3 2022

Holdings of MCK by BMS Financial Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	806	$344.4K	0.2%	−237−22.7%	Reduced	Holders
Q1 2023	1,043	$371.4K	0.3%	+8+0.8%	Added	Holders
Q4 2022	1,035	$388.2K	0.3%	−8−0.8%	Reduced	Holders
Q3 2022	1,043	$354.0K	0.2%	+1,043	New	Holders