SWM
SeaCrest Wealth Management’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
2,267
-31
| -1% | -$22.7K | 0.18% | 107 |
|
|
2025
Q1 | $1.55M | Sell |
2,298
-134
| -6% | -$90.2K | 0.18% | 111 |
|
|
2024
Q4 | $1.39M | Sell |
2,432
-38
| -2% | -$21.7K | 0.15% | 130 |
|
|
2024
Q3 | $1.22M | Sell |
2,470
-114
| -4% | -$56.4K | 0.13% | 145 |
|
|
2024
Q2 | $1.51M | Buy |
2,584
+183
| +8% | +$107K | 0.17% | 117 |
|
|
2024
Q1 | $1.29M | Buy |
2,401
+62
| +3% | +$33.3K | 0.16% | 139 |
|
|
2023
Q4 | $1.12M | Buy |
2,339
+95
| +4% | +$45.4K | 0.14% | 151 |
|
|
2023
Q3 | $976K | Sell |
2,244
-163
| -7% | -$70.9K | 0.13% | 168 |
|
|
2023
Q2 | $1.03M | Buy |
2,407
+311
| +15% | +$133K | 0.13% | 162 |
|
|
2023
Q1 | $746K | Sell |
2,096
-352
| -14% | -$125K | 0.1% | 226 |
|
|
2022
Q4 | $918K | Buy |
2,448
+244
| +11% | +$91.5K | 0.13% | 180 |
|
|
2022
Q3 | $749K | Buy |
2,204
+80
| +4% | +$27.2K | 0.11% | 193 |
|
|
2022
Q2 | $693K | Buy |
2,124
+48
| +2% | +$15.7K | 0.09% | 239 |
|
|
2022
Q1 | $636K | Buy |
2,076
+29
| +1% | +$8.88K | 0.07% | 291 |
|
|
2021
Q4 | $509K | Buy |
2,047
+199
| +11% | +$49.5K | 0.06% | 354 |
|
|
2021
Q3 | $368K | Buy |
1,848
+91
| +5% | +$18.1K | 0.04% | 436 |
|
|
2021
Q2 | $336K | Buy |
1,757
+132
| +8% | +$25.2K | 0.04% | 460 |
|
|
2021
Q1 | $317K | Sell |
1,625
-13
| -0.8% | -$2.54K | 0.04% | 447 |
|
|
2020
Q4 | $285K | Sell |
1,638
-4
| -0.2% | -$696 | 0.04% | 453 |
|
|
2020
Q3 | $245K | Buy |
+1,642
| New | +$245K | 0.04% | 458 |
|
|
2019
Q2 | – | Sell |
-774
| Closed | -$91K | – | 1293 |
|
|
2019
Q1 | $91K | Buy |
774
+24
| +3% | +$2.82K | 0.02% | 726 |
|
|
2018
Q4 | $83K | Buy |
750
+1
| +0.1% | +$111 | 0.02% | 727 |
|
|
2018
Q3 | $99K | Buy |
749
+171
| +30% | +$22.6K | 0.02% | 743 |
|
|
2018
Q2 | $77K | Buy |
578
+12
| +2% | +$1.6K | 0.01% | 819 |
|
|
2018
Q1 | $80K | Buy |
566
+26
| +5% | +$3.68K | 0.01% | 779 |
|
|
2017
Q4 | $84K | Buy |
+540
| New | +$84K | 0.02% | 785 |
|