MWM
Mascoma Wealth Management’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.4K | Hold |
51
| – | – | 0.01% | 214 |
|
|
2025
Q1 | $34.3K | Hold |
51
| – | – | 0.01% | 215 |
|
|
2024
Q4 | $29.1K | Buy |
51
+10
| +24% | +$5.7K | 0.01% | 246 |
|
|
2024
Q3 | $20.3K | Hold |
41
| – | – | 0.01% | 263 |
|
|
2024
Q2 | $23.9K | Hold |
41
| – | – | 0.01% | 255 |
|
|
2024
Q1 | $22K | Hold |
41
| – | – | 0.01% | 254 |
|
|
2023
Q4 | $19K | Hold |
41
| – | – | 0.01% | 271 |
|
|
2023
Q3 | $17.8K | Buy |
41
+25
| +156% | +$10.9K | 0.01% | 282 |
|
|
2023
Q2 | $6.84K | Hold |
16
| – | – | ﹤0.01% | 358 |
|
|
2023
Q1 | $5.83K | Hold |
16
| – | – | ﹤0.01% | 462 |
|
|
2022
Q4 | $6K | Sell |
16
-170
| -91% | -$63.8K | ﹤0.01% | 471 |
|
|
2022
Q3 | $63K | Sell |
186
-2
| -1% | -$677 | 0.02% | 204 |
|
|
2022
Q2 | $61K | Sell |
188
-1
| -0.5% | -$324 | 0.02% | 219 |
|
|
2022
Q1 | $58K | Buy |
189
+77
| +69% | +$23.6K | 0.02% | 243 |
|
|
2021
Q4 | $28K | Buy |
+112
| New | +$28K | 0.01% | 283 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 240 |
|
|
2019
Q2 | – | Sell |
-5
| Closed | -$1K | – | 398 |
|
|
2019
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 374 |
|
|
2018
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 361 |
|
|
2018
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 383 |
|
|
2018
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 382 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 433 |
|
|
2017
Q1 | – | Sell |
-22
| Closed | -$3K | – | 371 |
|
|
2016
Q4 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 326 |
|