Transform Wealth, LLC
- SEC CIK
- 0001682266
- Latest filing
- Apr 15, 2025
MCK holding history
McKesson Corp in every 13F filed by Transform Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
MCK overviewAll 13F holders of MCKFull Q1 2025 holdings
- Shares (Q1 2025)
- 23,919
- Value
- $16.1M
- % of portfolio
- 1.0%
- Quarters held
- 11
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 23,919 | $16.1M | 1.0% | +91+0.4% | Added | Holders |
| Q4 2024 | 23,828 | $13.6M | 0.8% | +2,798+13.3% | Added | Holders |
| Q3 2024 | 21,030 | $10.4M | 0.7% | +552+2.7% | Added | Holders |
| Q2 2024 | 20,478 | $12.0M | 0.9% | +652+3.3% | Added | Holders |
| Q1 2024 | 19,826 | $10.7M | 1.0% | +513+2.7% | Added | Holders |
| Q4 2023 | 19,313 | $8.95M | 0.9% | +465+2.5% | Added | Holders |
| Q3 2023 | 18,848 | $8.21M | 0.9% | +636+3.5% | Added | Holders |
| Q2 2023 | 18,212 | $7.79M | 0.7% | +4,693+34.7% | Added | Holders |
| Q1 2023 | 13,519 | $4.82M | 0.5% | −189−1.4% | Reduced | Holders |
| Q4 2022 | 13,708 | $5.15M | 0.6% | +446+3.4% | Added | Holders |
| Q3 2022 | 13,262 | $4.51M | 0.6% | +13,262 | New | Holders |