DWM
Defined Wealth Management’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Buy |
737
+3
| +0.4% | +$2.2K | 0.33% | 65 |
|
|
2025
Q1 | $494K | Buy |
734
+6
| +0.8% | +$4.04K | 0.33% | 69 |
|
|
2024
Q4 | $415K | Buy |
728
+4
| +0.6% | +$2.28K | 0.27% | 79 |
|
|
2024
Q3 | $358K | Buy |
724
+8
| +1% | +$3.96K | 0.23% | 90 |
|
|
2024
Q2 | $418K | Buy |
716
+4
| +0.6% | +$2.34K | 0.29% | 77 |
|
|
2024
Q1 | $382K | Hold |
712
| – | – | 0.27% | 84 |
|
|
2023
Q4 | $330K | Buy |
712
+3
| +0.4% | +$1.39K | 0.25% | 89 |
|
|
2023
Q3 | $308K | Buy |
709
+3
| +0.4% | +$1.31K | 0.26% | 87 |
|
|
2023
Q2 | $302K | Buy |
+706
| New | +$302K | 0.25% | 86 |
|