Axxcess Wealth Management’s McKesson MCK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $658K | Buy |
898
+355
| +65% | +$260K | 0.02% | 525 |
|
2025
Q1 | $365K | Sell |
543
-1,629
| -75% | -$1.1M | 0.01% | 622 |
|
2024
Q4 | $1.24M | Buy |
2,172
+117
| +6% | +$66.7K | 0.03% | 363 |
|
2024
Q3 | $1.02M | Buy |
2,055
+1,367
| +199% | +$676K | 0.02% | 387 |
|
2024
Q2 | $402K | Buy |
688
+5
| +0.7% | +$2.92K | 0.01% | 573 |
|
2024
Q1 | $367K | Sell |
683
-63
| -8% | -$33.8K | 0.01% | 613 |
|
2023
Q4 | $346K | Sell |
746
-1,664
| -69% | -$771K | 0.01% | 605 |
|
2023
Q3 | $1.05M | Buy |
+2,410
| New | +$1.05M | 0.04% | 313 |
|