MWM
MinichMacGregor Wealth Management’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5
| Closed | -$1.88K | – | 405 |
|
|
2022
Q4 | $1.88K | Buy |
+5
| New | +$1.88K | ﹤0.01% | 564 |
|
|
2020
Q2 | – | Sell |
-11,602
| Closed | -$1.6M | – | 94 |
|
|
2020
Q1 | $1.6M | Buy |
+11,602
| New | +$1.6M | 1.44% | 12 |
|
|
2018
Q2 | – | Sell |
-1
| Closed | – | – | 566 |
|
|
2018
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 540 |
|
|
2017
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 511 |
|
|
2017
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 509 |
|
|
2017
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 507 |
|
|
2017
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 487 |
|
|
2016
Q4 | $0 | Sell |
1
-9
| -90% | – | ﹤0.01% | 487 |
|
|
2016
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 423 |
|
|
2016
Q2 | $1K | Buy |
10
+9
| +900% | +$900 | ﹤0.01% | 403 |
|
|
2016
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 465 |
|