MCKESSON CORP

Ticker: MCK CUSIP: 58155Q103 Class: COM

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,205 Value ($000) $989 Avg Close $815.57 Range $729.36 - $894.75
Q3 2025
Shares 1,211 Value ($000) $936 Avg Close $703.03 Range $635.65 - $774.13
Q2 2025
Shares 1,211 Value ($000) $888 Avg Close $703.74 Range $639.74 - $734.80
Q1 2025
Shares 1,211 Value ($000) $815 Avg Close $615.89 Range $563.37 - $676.56
Q4 2024
Shares 1,216 Value ($000) $693 Avg Close $557.26 Range $477.84 - $629.21
Q3 2024
Shares 1,216 Value ($000) $601 Avg Close $553.37 Range $461.94 - $633.30
Q2 2024
Shares 1,216 Value ($000) $710 Avg Close $552.61 Range $510.92 - $608.12
Q1 2024
Shares 1,222 Value ($000) $656 Avg Close $503.45 Range $458.60 - $535.85
Q4 2023
Shares 1,083 Value ($000) $502 Avg Close $450.30 Range $427.53 - $472.13
Q3 2023
Shares 1,083 Value ($000) $471 Avg Close $416.71 Range $390.69 - $442.39
Q2 2023
Shares 1,086 Value ($000) $464 Avg Close $379.54 Range $347.74 - $424.74
Q1 2023
Shares 1,103 Value ($000) $393 Avg Close $356.15 Range $327.42 - $385.79
Q4 2022
Shares 1,103 Value ($000) $414 Avg Close $367.20 Range $333.75 - $395.37
Q3 2022
Shares 1,103 Value ($000) $375 Avg Close $341.28 Range $310.28 - $368.70
Q2 2022
Shares 1,086 Value ($000) $354 Avg Close $314.09 Range $293.49 - $333.55
Q1 2022
Shares 1,086 Value ($000) $333 Avg Close $266.57 Range $232.75 - $304.65
Q4 2021
Shares 1,086 Value ($000) $270 Avg Close $214.77 Range $189.52 - $245.90
Q3 2021
Shares 1,086 Value ($000) $217 Avg Close $195.10 Range $181.98 - $204.97
Q2 2021
Shares 1,086 Value ($000) $208 Avg Close $188.10 Range $175.56 - $199.15
Q1 2021
Shares 1,086 Value ($000) $212 Avg Close $177.34 Range $164.37 - $193.09
Q2 2019
Shares 2,413 Value ($000) $324 Avg Close $118.84 Range $106.35 - $129.65
Q1 2019
Shares 2,560 Value ($000) $300 Avg Close $117.27 Range $103.60 - $130.18
Q4 2018
Shares 2,218 Value ($000) $245 Avg Close $118.11 Range $100.71 - $131.46
Q4 2017
Shares 2,099 Value ($000) $327 Avg Close $138.91 Range $125.78 - $154.28
Q2 2017
Shares 1,986 Value ($000) $327 Avg Close $141.57 Range $124.87 - $158.24