GWWM
Great Waters Wealth Management’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $727K | Buy |
992
+1
| +0.1% | +$733 | 0.09% | 48 |
|
|
2025
Q1 | $667K | Sell |
991
-1,880
| -65% | -$1.27M | 0.09% | 52 |
|
|
2024
Q4 | $1.64M | Buy |
2,871
+1,877
| +189% | +$1.07M | 0.21% | 32 |
|
|
2024
Q3 | $491K | Hold |
994
| – | – | 0.07% | 63 |
|
|
2024
Q2 | $581K | Hold |
994
| – | – | 0.09% | 56 |
|
|
2024
Q1 | $534K | Hold |
994
| – | – | 0.09% | 58 |
|
|
2023
Q4 | $477K | Hold |
994
| – | – | 0.08% | 63 |
|
|
2023
Q3 | $443K | Hold |
994
| – | – | 0.09% | 62 |
|
|
2023
Q2 | $425K | Hold |
994
| – | – | 0.08% | 62 |
|
|
2023
Q1 | $358K | Hold |
994
| – | – | 0.08% | 69 |
|
|
2022
Q4 | $374K | Buy |
+994
| New | +$374K | 0.08% | 68 |
|