EPG Wealth Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
2,290
+38
| +2% | +$27.8K | 0.5% | 53 |
|
|
2025
Q1 | $1.52M | Sell |
2,252
-43
| -2% | -$28.9K | 0.42% | 65 |
|
|
2024
Q4 | $1.31M | Sell |
2,295
-1,618
| -41% | -$922K | 0.34% | 79 |
|
|
2024
Q3 | $1.93M | Buy |
+3,913
| New | +$1.93M | 0.49% | 53 |
|
|
2024
Q2 | – | Sell |
-4,037
| Closed | -$2.17M | – | 36 |
|
|
2024
Q1 | $2.17M | Buy |
4,037
+185
| +5% | +$99.3K | 0.53% | 42 |
|
|
2023
Q4 | $1.94M | Buy |
3,852
+207
| +6% | +$104K | 0.51% | 47 |
|
|
2023
Q3 | $1.58M | Buy |
3,645
+326
| +10% | +$142K | 0.48% | 50 |
|
|
2023
Q2 | $1.42M | Buy |
3,319
+249
| +8% | +$106K | 0.42% | 58 |
|
|
2023
Q1 | $1.09M | Buy |
3,070
+1,404
| +84% | +$500K | 0.34% | 75 |
|
|
2022
Q4 | $625K | Buy |
1,666
+400
| +32% | +$150K | 0.24% | 96 |
|
|
2022
Q3 | $430K | Buy |
1,266
+83
| +7% | +$28.2K | 0.18% | 116 |
|
|
2022
Q2 | $386K | Buy |
1,183
+117
| +11% | +$38.2K | 0.16% | 128 |
|
|
2022
Q1 | $326K | Sell |
1,066
-34
| -3% | -$10.4K | 0.11% | 163 |
|
|
2021
Q4 | $274K | Buy |
1,100
+20
| +2% | +$4.98K | 0.1% | 183 |
|
|
2021
Q3 | $215K | Buy |
+1,080
| New | +$215K | 0.09% | 199 |
|
|
2020
Q2 | – | Sell |
-233
| Closed | -$32K | – | 517 |
|
|
2020
Q1 | $32K | Buy |
233
+100
| +75% | +$13.7K | 0.02% | 333 |
|
|
2019
Q4 | $18K | Buy |
+133
| New | +$18K | 0.01% | 364 |
|