Mc Kinley Carter Wealth Services, Inc. Ishare Morningstar Mid Cap Gro Transaction History

Mc Kinley Carter Wealth Services, Inc.

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$69.69 - $79.99 $139 - $159	-2 Reduced 0.05%	4,183 $298,000
Q4 2024 Jan 22, 2025	SELL	$72.18 - $81.41 $231,842 - $261,488	-3,212 Reduced 43.42%	4,185 $316,000
Q3 2024 Oct 15, 2024	SELL	$65.15 - $72.97 $55,377 - $62,024	-850 Reduced 10.31%	7,397 $539,000
Q2 2024 Aug 09, 2024	SELL	$65.46 - $70.15 $3,534 - $3,788	-54 Reduced 0.65%	8,247 $558,000
Q1 2024 Apr 26, 2024	SELL	$62.4 - $70.68 $67,204 - $76,122	-1,077 Reduced 11.48%	8,301 $586,000
Q4 2023 Feb 07, 2024	SELL	$53.24 - $64.9 $168,877 - $205,862	-3,172 Reduced 25.27%	9,378 $604,000
Q3 2023 Oct 13, 2023	SELL	$56.42 - $63.15 $259,193 - $290,111	-4,594 Reduced 26.8%	12,550 $716,000
Q2 2023 Aug 02, 2023	SELL	$55.21 - $60.94 $8.12 Million - $8.96 Million	-146,992 Reduced 89.56%	17,144 $1.04 Million
Q1 2023 Apr 24, 2023	BUY	$53.41 - $60.85 $424,876 - $484,061	7,955 Added 5.09%	164,136 $9.45 Million
Q4 2022 Feb 07, 2023	BUY	$49.2 - $57.69 $234,241 - $274,662	4,761 Added 3.14%	156,181 $8.42 Million
Q3 2022 Oct 24, 2022	BUY	$50.31 - $61.06 $7.62 Million - $9.25 Million	151,420 New	151,420 $7.63 Million

397

22.2M

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