MWPCG
Measured Wealth Private Client Group’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Sell |
646
-55
| -8% | -$40.3K | 0.14% | 104 |
|
|
2025
Q1 | $472K | Buy |
701
+37
| +6% | +$24.9K | 0.15% | 97 |
|
|
2024
Q4 | $378K | Buy |
664
+107
| +19% | +$61K | 0.12% | 110 |
|
|
2024
Q3 | $275K | Sell |
557
-56
| -9% | -$27.7K | 0.09% | 142 |
|
|
2024
Q2 | $358K | Buy |
613
+65
| +12% | +$38K | 0.13% | 129 |
|
|
2024
Q1 | $294K | Buy |
+548
| New | +$294K | 0.1% | 148 |
|
|
2023
Q1 | – | Sell |
-598
| Closed | -$224K | – | 180 |
|
|
2022
Q4 | $224K | Sell |
598
-457
| -43% | -$171K | 0.09% | 152 |
|
|
2022
Q3 | $359K | Buy |
1,055
+274
| +35% | +$93.2K | 0.16% | 83 |
|
|
2022
Q2 | $255K | Buy |
+781
| New | +$255K | 0.11% | 133 |
|
|
2018
Q4 | – | Sell |
-450
| Closed | -$60K | – | 448 |
|
|
2018
Q3 | $60K | Buy |
+450
| New | +$60K | 0.04% | 309 |
|