SWA

Sutton Wealth Advisors’s McKesson MCK Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$31.7K	Sell	73 -7	-9%	-$3.04K	0.02%	287
2023 Q2	$34.2K	Sell	80 -8	-9%	-$3.42K	0.02%	275
2023 Q1	$31.3K	Sell	88 -745	-89%	-$265K	0.02%	253
2022 Q4	$312K	Sell	833 -1	-0.1%	-$375	0.12%	131
2022 Q3	$283K	Hold	834	–	–	0.12%	133
2022 Q2	$272K	Hold	834	–	–	0.11%	132
2022 Q1	$255K	Buy	834 +4	+0.5%	+$1.23K	0.09%	154
2021 Q4	$206K	Hold	830	–	–	0.07%	176
2021 Q3	$165K	Buy	830 +1	+0.1%	+$199	0.06%	192
2021 Q2	$159K	Hold	829	–	–	0.06%	202
2021 Q1	$162K	Buy	829 +2	+0.2%	+$390	0.06%	191
2020 Q4	$144K	Buy	827 +5	+0.6%	+$870	0.06%	193
2020 Q3	$122K	Sell	822 -4	-0.5%	-$596	0.06%	194
2020 Q2	$127K	Buy	826 +17	+2%	+$2.61K	0.07%	189
2020 Q1	$109K	Buy	809 +3	+0.4%	+$406	0.07%	182
2019 Q4	$111K	Hold	806	–	–	0.06%	206
2019 Q3	$110K	Hold	806	–	–	0.06%	196
2019 Q2	$108K	Buy	806 +7	+0.9%	+$941	0.06%	200
2019 Q1	$93.5K	Hold	799	–	–	0.05%	216
2018 Q4	$88.3K	Sell	799 -9	-1%	-$994	0.06%	206
2018 Q3	$107K	Sell	808 -4	-0.5%	-$531	0.07%	192
2018 Q2	$108K	Sell	812 -5	-0.6%	-$667	0.08%	188
2018 Q1	$115K	Hold	817	–	–	0.08%	184
2017 Q4	$127K	Hold	817	–	–	0.09%	174
2017 Q3	$125K	Hold	817	–	–	0.1%	173
2017 Q2	$134K	Buy	817 +9	+1%	+$1.48K	0.11%	163
2017 Q1	$120K	Hold	808	–	–	0.1%	171
2016 Q4	$113K	Buy	808 +6	+0.7%	+$843	0.1%	172
2016 Q3	$134K	Hold	802	–	–	0.12%	139
2016 Q2	$150K	Buy	802 +3	+0.4%	+$560	0.14%	125
2016 Q1	$126K	Buy	+799	New	+$126K	0.12%	152