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