EP Wealth Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.3M | Sell |
26,281
-221
| -0.8% | -$162K | 0.13% | 131 |
|
|
2025
Q1 | $17.8M | Buy |
26,502
+377
| +1% | +$254K | 0.14% | 118 |
|
|
2024
Q4 | $14.9M | Buy |
26,125
+1,867
| +8% | +$1.06M | 0.12% | 124 |
|
|
2024
Q3 | $12M | Buy |
24,258
+4,804
| +25% | +$2.38M | 0.1% | 128 |
|
|
2024
Q2 | $11.4M | Sell |
19,454
-16
| -0.1% | -$9.35K | 0.12% | 111 |
|
|
2024
Q1 | $10.5M | Buy |
19,470
+204
| +1% | +$110K | 0.12% | 105 |
|
|
2023
Q4 | $8.92M | Sell |
19,266
-1,293
| -6% | -$599K | 0.11% | 115 |
|
|
2023
Q3 | $8.94M | Sell |
20,559
-11,525
| -36% | -$5.01M | 0.14% | 107 |
|
|
2023
Q2 | $8.82M | Buy |
32,084
+23,076
| +256% | +$6.35M | 0.13% | 111 |
|
|
2023
Q1 | $755K | Sell |
9,008
-13,196
| -59% | -$1.11M | 0.01% | 342 |
|
|
2022
Q4 | $8.33M | Sell |
22,204
-146
| -0.7% | -$54.8K | 0.15% | 96 |
|
|
2022
Q3 | $7.6M | Buy |
22,350
+14,232
| +175% | +$4.84M | 0.17% | 94 |
|
|
2022
Q2 | $2.65M | Sell |
8,118
-26
| -0.3% | -$8.48K | 0.06% | 167 |
|
|
2022
Q1 | $2.49M | Sell |
8,144
-31
| -0.4% | -$9.49K | 0.05% | 179 |
|
|
2021
Q4 | $2.03M | Buy |
8,175
+122
| +2% | +$30.3K | 0.05% | 183 |
|
|
2021
Q3 | $1.61M | Sell |
8,053
-3,121
| -28% | -$622K | 0.04% | 188 |
|
|
2021
Q2 | $2.14M | Sell |
11,174
-1,194
| -10% | -$228K | 0.06% | 172 |
|
|
2021
Q1 | $2.41M | Buy |
+12,368
| New | +$2.41M | 0.08% | 152 |
|