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Sound View Wealth Advisors Group’s McKesson MCK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$300K Buy
410
+28
+7% +$20.5K 0.02% 347
2025
Q1
$257K Sell
382
-2
-0.5% -$1.35K 0.02% 358
2024
Q4
$219K Buy
+384
New +$219K 0.02% 384