Ownership history in Transform Wealth, LLC · 18 quarters on record
This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in MCKESSON CORP (MCK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q1 | ADDED | 23,919 | +91 | +0.4% | 0.98% | $16.1M | $670.34 |
| 2024 Q4 | ADDED | 23,828 | +2,798 | +13.3% | 0.75% | $13.6M | $567.04 |
| 2024 Q3 | ADDED | 21,030 | +552 | +2.7% | 0.69% | $10.4M | $491.37 |
| 2024 Q2 | ADDED | 20,478 | +652 | +3.3% | 0.90% | $12.0M | $579.70 |
| 2024 Q1 | ADDED | 19,826 | +513 | +2.7% | 1.01% | $10.7M | $532.28 |
| 2023 Q4 | ADDED | 19,313 | +465 | +2.5% | 0.87% | $9.0M | $458.49 |
| 2023 Q3 | ADDED | 18,848 | +636 | +3.5% | 0.87% | $8.2M | $430.05 |
| 2023 Q2 | ADDED | 18,212 | +4,693 | +34.7% | 0.70% | $7.8M | $421.97 |
| 2023 Q1 | REDUCED | 13,519 | -189 | -1.4% | 0.45% | $4.8M | $351.11 |
| 2022 Q4 | ADDED | 13,708 | +446 | +3.4% | 0.58% | $5.1M | $369.35 |
As of 2025 Q4 — sorted by position size