SWM
Stockman Wealth Management’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Sell |
719
-540
| -43% | -$396K | 0.07% | 102 |
|
|
2025
Q1 | $847K | Hold |
1,259
| – | – | 0.13% | 74 |
|
|
2024
Q4 | $718K | Sell |
1,259
-1,670
| -57% | -$952K | 0.11% | 84 |
|
|
2024
Q3 | $1.45M | Sell |
2,929
-2,897
| -50% | -$1.43M | 0.23% | 61 |
|
|
2024
Q2 | $3.4M | Buy |
+5,826
| New | +$3.4M | 0.6% | 41 |
|