SWM
Seed Wealth Management’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Hold |
1,474
| – | – | 0.8% | 34 |
|
|
2025
Q1 | $992K | Hold |
1,474
| – | – | 0.81% | 29 |
|
|
2024
Q4 | $840K | Hold |
1,474
| – | – | 0.68% | 43 |
|
|
2024
Q3 | $729K | Hold |
1,474
| – | – | 0.58% | 44 |
|
|
2024
Q2 | $861K | Hold |
1,474
| – | – | 0.75% | 35 |
|
|
2024
Q1 | $791K | Sell |
1,474
-50
| -3% | -$26.8K | 0.76% | 34 |
|
|
2023
Q4 | $721K | Hold |
1,524
| – | – | 0.73% | 34 |
|
|
2023
Q3 | $663K | Buy |
1,524
+100
| +7% | +$43.5K | 0.74% | 34 |
|
|
2023
Q2 | $608K | Hold |
1,424
| – | – | 0.65% | 41 |
|
|
2023
Q1 | $507K | Hold |
1,424
| – | – | 0.57% | 46 |
|
|
2022
Q4 | $534K | Buy |
+1,424
| New | +$534K | 0.61% | 39 |
|