SWM
Seaside Wealth Management’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Buy |
385
+5
| +1% | +$3.66K | 0.09% | 56 |
|
|
2025
Q1 | $256K | Buy |
380
+2
| +0.5% | +$1.35K | 0.09% | 55 |
|
|
2024
Q4 | $215K | Buy |
+378
| New | +$215K | 0.08% | 59 |
|
|
2024
Q3 | – | Sell |
-377
| Closed | -$220K | – | 60 |
|
|
2024
Q2 | $220K | Hold |
377
| – | – | 0.09% | 56 |
|
|
2024
Q1 | $202K | Buy |
+377
| New | +$202K | 0.09% | 53 |
|