IWS
Insight Wealth Strategies’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.27M | Sell |
5,861
-2,044
| -26% | -$1.49M | 0.54% | 60 |
|
|
2025
Q1 | $5.32M | Sell |
7,905
-515
| -6% | -$347K | 0.72% | 32 |
|
|
2024
Q4 | $4.8M | Buy |
8,420
+831
| +11% | +$474K | 0.64% | 37 |
|
|
2024
Q3 | $3.75M | Buy |
7,589
+341
| +5% | +$169K | 0.49% | 57 |
|
|
2024
Q2 | $4.23M | Buy |
7,248
+3,201
| +79% | +$1.87M | 0.6% | 39 |
|
|
2024
Q1 | $2.17M | Buy |
4,047
+130
| +3% | +$69.8K | 0.32% | 78 |
|
|
2023
Q4 | $1.81M | Buy |
+3,917
| New | +$1.81M | 0.29% | 81 |
|