SWM
Segment Wealth Management’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.4M | Sell |
30,620
-729
| -2% | -$534K | 1.42% | 16 |
|
|
2025
Q1 | $21.1M | Sell |
31,349
-279
| -0.9% | -$188K | 1.43% | 14 |
|
|
2024
Q4 | $18M | Buy |
31,628
+366
| +1% | +$209K | 1.23% | 21 |
|
|
2024
Q3 | $15.5M | Buy |
31,262
+67
| +0.2% | +$33.1K | 1.06% | 35 |
|
|
2024
Q2 | $18.2M | Buy |
31,195
+262
| +0.8% | +$153K | 1.34% | 15 |
|
|
2024
Q1 | $16.6M | Buy |
30,933
+1,020
| +3% | +$548K | 1.26% | 20 |
|
|
2023
Q4 | $13.8M | Buy |
29,913
+922
| +3% | +$427K | 1.22% | 22 |
|
|
2023
Q3 | $12.6M | Buy |
28,991
+322
| +1% | +$140K | 1.28% | 24 |
|
|
2023
Q2 | $12.3M | Sell |
28,669
-638
| -2% | -$273K | 1.26% | 19 |
|
|
2023
Q1 | $10.4M | Buy |
29,307
+299
| +1% | +$106K | 1.18% | 35 |
|
|
2022
Q4 | $10.9M | Buy |
29,008
+749
| +3% | +$281K | 1.26% | 29 |
|
|
2022
Q3 | $9.6M | Buy |
28,259
+1,333
| +5% | +$453K | 1.2% | 26 |
|
|
2022
Q2 | $8.78M | Buy |
+26,926
| New | +$8.78M | 1.11% | 37 |
|
|
2016
Q1 | – | Sell |
-1,300
| Closed | -$256K | – | 161 |
|
|
2015
Q4 | $256K | Sell |
1,300
-75
| -5% | -$14.8K | 0.1% | 128 |
|
|
2015
Q3 | $254K | Hold |
1,375
| – | – | 0.1% | 135 |
|
|
2015
Q2 | $309K | Hold |
1,375
| – | – | 0.11% | 132 |
|
|
2015
Q1 | $311K | Hold |
1,375
| – | – | 0.1% | 128 |
|
|
2014
Q4 | $285K | Buy |
+1,375
| New | +$285K | 0.11% | 123 |
|