SWA
SFMG Wealth Advisors’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Sell |
2,657
-1
| -0% | -$733 | 0.15% | 72 |
|
|
2025
Q1 | $1.79M | Buy |
2,658
+1
| +0% | +$673 | 0.14% | 73 |
|
|
2024
Q4 | $1.51M | Buy |
2,657
+496
| +23% | +$283K | 0.12% | 83 |
|
|
2024
Q3 | $1.07M | Sell |
2,161
-1
| -0% | -$495 | 0.09% | 90 |
|
|
2024
Q2 | $1.26M | Buy |
2,162
+1
| +0% | +$584 | 0.11% | 83 |
|
|
2024
Q1 | $1.16M | Buy |
+2,161
| New | +$1.16M | 0.1% | 89 |
|