AEPWM
Atlantic Edge Private Wealth Management’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.89M | Sell |
5,308
-64
| -1% | -$46.9K | 1.07% | 25 |
|
|
2025
Q1 | $3.62M | Sell |
5,372
-105
| -2% | -$70.7K | 1.1% | 22 |
|
|
2024
Q4 | $3.12M | Sell |
5,477
-60
| -1% | -$34.2K | 0.97% | 25 |
|
|
2024
Q3 | $2.74M | Buy |
5,537
+75
| +1% | +$37.1K | 0.83% | 28 |
|
|
2024
Q2 | $3.19M | Sell |
5,462
-89
| -2% | -$52K | 1.07% | 21 |
|
|
2024
Q1 | $2.98M | Buy |
5,551
+180
| +3% | +$96.6K | 1.02% | 22 |
|
|
2023
Q4 | $2.49M | Buy |
+5,371
| New | +$2.49M | 1.01% | 24 |
|