FWM
ForthRight Wealth Management’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Buy |
653
+102
| +19% | +$74.7K | 0.15% | 44 |
|
|
2025
Q1 | $371K | Hold |
551
| – | – | 0.12% | 45 |
|
|
2024
Q4 | $314K | Hold |
551
| – | – | 0.1% | 51 |
|
|
2024
Q3 | $272K | Sell |
551
-59
| -10% | -$29.2K | 0.09% | 56 |
|
|
2024
Q2 | $356K | Sell |
610
-16
| -3% | -$9.35K | 0.13% | 47 |
|
|
2024
Q1 | $336K | Hold |
626
| – | – | 0.12% | 48 |
|
|
2023
Q4 | $290K | Sell |
626
-19
| -3% | -$8.8K | 0.11% | 49 |
|
|
2023
Q3 | $280K | Sell |
645
-15
| -2% | -$6.52K | 0.12% | 46 |
|
|
2023
Q2 | $282K | Hold |
660
| – | – | 0.12% | 44 |
|
|
2023
Q1 | $235K | Hold |
660
| – | – | 0.11% | 48 |
|
|
2022
Q4 | $248K | Hold |
660
| – | – | 0.13% | 45 |
|
|
2022
Q3 | $224K | Hold |
660
| – | – | 0.13% | 42 |
|
|
2022
Q2 | $215K | Sell |
660
-66
| -9% | -$21.5K | 0.12% | 42 |
|
|
2022
Q1 | $222K | Buy |
+726
| New | +$222K | 0.11% | 41 |
|
|
2021
Q1 | – | Sell |
-726
| Closed | -$126K | – | 126 |
|
|
2020
Q4 | $126K | Buy |
+726
| New | +$126K | 0.1% | 40 |
|