CWM
Connecticut Wealth Management’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.53M | Buy |
6,178
+7
| +0.1% | +$5.13K | 0.22% | 60 |
|
|
2025
Q1 | $4.15M | Buy |
6,171
+38
| +0.6% | +$25.6K | 0.22% | 62 |
|
|
2024
Q4 | $3.5M | Sell |
6,133
-29
| -0.5% | -$16.5K | 0.17% | 53 |
|
|
2024
Q3 | $3.05M | Buy |
6,162
+27
| +0.4% | +$13.3K | 0.15% | 75 |
|
|
2024
Q2 | $3.58M | Buy |
6,135
+15
| +0.2% | +$8.76K | 0.18% | 68 |
|
|
2024
Q1 | $3.29M | Buy |
6,120
+31
| +0.5% | +$16.6K | 0.17% | 70 |
|
|
2023
Q4 | $2.82M | Buy |
6,089
+5,028
| +474% | +$2.33M | 0.16% | 73 |
|
|
2023
Q3 | $461K | Buy |
1,061
+265
| +33% | +$115K | 0.03% | 177 |
|
|
2023
Q2 | $340K | Buy |
+796
| New | +$340K | 0.02% | 190 |
|
|
2023
Q1 | – | Sell |
-539
| Closed | -$202K | – | 255 |
|
|
2022
Q4 | $202K | Buy |
+539
| New | +$202K | 0.02% | 199 |
|
|
2016
Q4 | – | Sell |
-1,325
| Closed | -$219K | – | 62 |
|
|
2016
Q3 | $219K | Buy |
+1,325
| New | +$219K | 0.16% | 54 |
|