CWS
Confluence Wealth Services’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Sell |
3,095
-39
| -1% | -$28.6K | 0.12% | 86 |
|
|
2025
Q1 | $2.17M | Hold |
3,134
| – | – | 0.14% | 81 |
|
|
2024
Q4 | $1.87M | Sell |
3,134
-155
| -5% | -$92.6K | 0.12% | 88 |
|
|
2024
Q3 | $1.63M | Sell |
3,289
-15
| -0.5% | -$7.42K | 0.12% | 91 |
|
|
2024
Q2 | $1.93M | Buy |
3,304
+338
| +11% | +$197K | 0.15% | 78 |
|
|
2024
Q1 | $1.59M | Sell |
2,966
-6
| -0.2% | -$3.22K | 0.14% | 84 |
|
|
2023
Q4 | $1.38M | Hold |
2,972
| – | – | 0.15% | 85 |
|
|
2023
Q3 | $1.29M | Buy |
2,972
+7
| +0.2% | +$3.04K | 0.26% | 72 |
|
|
2023
Q2 | $1.27M | Sell |
2,965
-10
| -0.3% | -$4.27K | 0.27% | 72 |
|
|
2023
Q1 | $1.06M | Hold |
2,975
| – | – | 0.25% | 82 |
|
|
2022
Q4 | $1.12M | Hold |
2,975
| – | – | 0.29% | 69 |
|
|
2022
Q3 | $1.01M | Sell |
2,975
-73
| -2% | -$24.8K | 0.43% | 63 |
|
|
2022
Q2 | $1.09M | Buy |
3,048
+59
| +2% | +$21.2K | 0.48% | 71 |
|
|
2022
Q1 | $915K | Sell |
2,989
-3
| -0.1% | -$918 | 0.33% | 87 |
|
|
2021
Q4 | $743K | Buy |
+2,992
| New | +$743K | 0.24% | 103 |
|