Carson Wealth (CWM LLC)’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Buy |
14,614
+792
| +6% | +$580K | 0.04% | 378 |
|
|
2025
Q1 | $9.3M | Buy |
13,822
+3,053
| +28% | +$2.05M | 0.04% | 369 |
|
|
2024
Q4 | $6.14M | Buy |
10,769
+3,862
| +56% | +$2.2M | 0.03% | 430 |
|
|
2024
Q3 | $3.42M | Sell |
6,907
-553
| -7% | -$273K | 0.01% | 542 |
|
|
2024
Q2 | $4.36M | Buy |
7,460
+1,870
| +33% | +$1.09M | 0.02% | 447 |
|
|
2024
Q1 | $3M | Buy |
5,590
+646
| +13% | +$347K | 0.01% | 526 |
|
|
2023
Q4 | $2.29M | Buy |
4,944
+289
| +6% | +$134K | 0.01% | 550 |
|
|
2023
Q3 | $2.02M | Buy |
4,655
+340
| +8% | +$148K | 0.01% | 541 |
|
|
2023
Q2 | $1.84M | Buy |
4,315
+239
| +6% | +$102K | 0.01% | 534 |
|
|
2023
Q1 | $1.45M | Buy |
4,076
+6
| +0.1% | +$2.14K | 0.01% | 548 |
|
|
2022
Q4 | $1.53M | Buy |
4,070
+170
| +4% | +$63.8K | 0.01% | 494 |
|
|
2022
Q3 | $1.33M | Buy |
3,900
+381
| +11% | +$129K | 0.01% | 486 |
|
|
2022
Q2 | $1.15M | Buy |
3,519
+1,310
| +59% | +$427K | 0.01% | 532 |
|
|
2022
Q1 | $676K | Buy |
2,209
+296
| +15% | +$90.6K | ﹤0.01% | 648 |
|
|
2021
Q4 | $476K | Buy |
+1,913
| New | +$476K | ﹤0.01% | 741 |
|
|
2021
Q2 | $341K | Hold |
1,783
| – | – | ﹤0.01% | 754 |
|
|
2021
Q1 | $341K | Hold |
1,783
| – | – | ﹤0.01% | 754 |
|
|
2020
Q4 | $341K | Hold |
1,783
| – | – | ﹤0.01% | 754 |
|
|
2020
Q3 | $341K | Hold |
1,783
| – | – | ﹤0.01% | 754 |
|
|
2020
Q2 | $341K | Hold |
1,783
| – | – | ﹤0.01% | 754 |
|
|
2020
Q1 | $341K | Hold |
1,783
| – | – | ﹤0.01% | 754 |
|
|
2019
Q4 | $341K | Hold |
1,783
| – | – | ﹤0.01% | 754 |
|
|
2019
Q3 | $341K | Hold |
1,783
| – | – | ﹤0.01% | 754 |
|
|
2019
Q2 | $341K | Hold |
1,783
| – | – | ﹤0.01% | 754 |
|
|
2019
Q1 | $341K | Sell |
1,783
-122,795
| -99% | -$23.5M | ﹤0.01% | 754 |
|
|
2018
Q4 | $13.8M | Sell |
124,578
-5,942
| -5% | -$656K | 0.34% | 72 |
|
|
2018
Q3 | $17.3M | Sell |
130,520
-4,346
| -3% | -$576K | 0.44% | 57 |
|
|
2018
Q2 | $18M | Sell |
134,866
-8,916
| -6% | -$1.19M | 0.59% | 46 |
|
|
2018
Q1 | $20.3M | Buy |
143,782
+38,175
| +36% | +$5.38M | 0.8% | 35 |
|
|
2017
Q4 | $16.5M | Buy |
105,607
+105,184
| +24,866% | +$16.4M | 0.73% | 39 |
|
|
2017
Q3 | $65K | Sell |
423
-1,964
| -82% | -$302K | ﹤0.01% | 472 |
|
|
2017
Q2 | $393K | Sell |
2,387
-162,500
| -99% | -$26.8M | 0.02% | 259 |
|
|
2017
Q1 | $24.4M | Buy |
164,887
+22,021
| +15% | +$3.26M | 1.38% | 18 |
|
|
2016
Q4 | $20.1M | Buy |
142,866
+142,755
| +128,608% | +$20.1M | 1.23% | 27 |
|
|
2016
Q3 | $19K | Sell |
111
-24
| -18% | -$4.11K | ﹤0.01% | 555 |
|
|
2016
Q2 | $25K | Hold |
135
| – | – | ﹤0.01% | 445 |
|
|
2016
Q1 | $21K | Hold |
135
| – | – | ﹤0.01% | 434 |
|
|
2015
Q4 | $27K | Hold |
135
| – | – | ﹤0.01% | 369 |
|
|
2015
Q3 | $25K | Buy |
+135
| New | +$25K | ﹤0.01% | 344 |
|
|
2014
Q1 | – | Sell |
-146
| Closed | -$24K | – | 322 |
|
|
2013
Q4 | $24K | Hold |
146
| – | – | ﹤0.01% | 322 |
|
|
2013
Q3 | $19K | Buy |
+146
| New | +$19K | 0.01% | 274 |
|