EWM
Empirical Wealth Management’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.17M | Sell |
8,424
-2,166
| -20% | -$1.59M | 0.14% | 115 |
|
|
2025
Q1 | $7.13M | Sell |
10,590
-21,211
| -67% | -$14.3M | 0.18% | 102 |
|
|
2024
Q4 | $18.1M | Buy |
31,801
+3,731
| +13% | +$2.13M | 0.49% | 40 |
|
|
2024
Q3 | $13.9M | Buy |
28,070
+2,983
| +12% | +$1.47M | 0.39% | 55 |
|
|
2024
Q2 | $14.7M | Buy |
25,087
+2,396
| +11% | +$1.4M | 0.43% | 42 |
|
|
2024
Q1 | $12.2M | Buy |
22,691
+16,472
| +265% | +$8.84M | 0.37% | 53 |
|
|
2023
Q4 | $2.88M | Buy |
6,219
+608
| +11% | +$281K | 0.1% | 134 |
|
|
2023
Q3 | $2.44M | Buy |
5,611
+351
| +7% | +$153K | 0.1% | 138 |
|
|
2023
Q2 | $2.25M | Sell |
5,260
-88
| -2% | -$37.6K | 0.09% | 145 |
|
|
2023
Q1 | $1.9M | Buy |
5,348
+243
| +5% | +$86.5K | 0.08% | 147 |
|
|
2022
Q4 | $1.91M | Buy |
5,105
+329
| +7% | +$123K | 0.09% | 143 |
|
|
2022
Q3 | $1.62M | Buy |
4,776
+345
| +8% | +$117K | 0.09% | 148 |
|
|
2022
Q2 | $1.45M | Sell |
4,431
-829
| -16% | -$270K | 0.08% | 167 |
|
|
2022
Q1 | $1.61M | Buy |
5,260
+2,230
| +74% | +$683K | 0.08% | 157 |
|
|
2021
Q4 | $753K | Buy |
3,030
+1,486
| +96% | +$369K | 0.04% | 267 |
|
|
2021
Q3 | $308K | Hold |
1,544
| – | – | 0.02% | 375 |
|
|
2021
Q2 | $295K | Buy |
1,544
+140
| +10% | +$26.7K | 0.02% | 371 |
|
|
2021
Q1 | $274K | Sell |
1,404
-20
| -1% | -$3.9K | 0.02% | 335 |
|
|
2020
Q4 | $248K | Buy |
+1,424
| New | +$248K | 0.02% | 321 |
|