OWM
OneAscent Wealth Management’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
347
+10
| +3% | +$7.32K | 0.09% | 139 |
|
|
2025
Q1 | $227K | Sell |
337
-226
| -40% | -$152K | 0.1% | 130 |
|
|
2024
Q4 | $321K | Sell |
563
-47
| -8% | -$26.8K | 0.13% | 102 |
|
|
2024
Q3 | $302K | Buy |
610
+13
| +2% | +$6.44K | 0.11% | 127 |
|
|
2024
Q2 | $349K | Sell |
597
-25
| -4% | -$14.6K | 0.18% | 52 |
|
|
2024
Q1 | $334K | Sell |
622
-14
| -2% | -$7.52K | 0.13% | 112 |
|
|
2023
Q4 | $295K | Sell |
636
-52
| -8% | -$24.1K | 0.12% | 117 |
|
|
2023
Q3 | $300K | Sell |
688
-136
| -17% | -$59.3K | 0.13% | 110 |
|
|
2023
Q2 | $353K | Buy |
824
+10
| +1% | +$4.28K | 0.17% | 60 |
|
|
2023
Q1 | $290K | Sell |
814
-116
| -12% | -$41.3K | 0.11% | 127 |
|
|
2022
Q4 | $349K | Sell |
930
-39
| -4% | -$14.6K | 0.16% | 87 |
|
|
2022
Q3 | $330K | Buy |
+969
| New | +$330K | 0.17% | 79 |
|