Equitable Trust’s McKesson MCK Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q2  | $1.37M | Sell | 
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| 
        
          
      
        2025
         Q1  | $1.26M | Buy | 
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| 
        
          
      
        2024
         Q4  | $1.07M | Sell | 
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| 
        
          
      
        2024
         Q3  | $934K | Sell | 
         | 
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| 
        
          
      
        2024
         Q2  | $1.11M | Buy | 
         | 
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| 
        
          
      
        2024
         Q1  | $953K | Hold | 
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| 
        
          
      
        2023
         Q4  | $822K | Hold | 
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| 
        
          
      
        2023
         Q3  | $772K | Hold | 
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| 
        
          
      
        2023
         Q2  | $758K | Hold | 
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| 
        
          
      
        2023
         Q1  | $632K | Sell | 
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| 
        
          
      
        2022
         Q4  | $680K | Hold | 
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| 
        
          
      
        2022
         Q3  | $616K | Buy | 
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| 
        
          
      
        2022
         Q2  | $547K | Buy | 
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| 
        
          
      
        2022
         Q1  | $283K | Hold | 
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| 
        
          
      
        2021
         Q4  | $230K | Buy | 
         | 
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| 
        
          
      
        2021
         Q3  | – | Sell | 
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| 
        
          
      
        2021
         Q2  | $229K | Hold | 
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| 
        
          
      
        2021
         Q1  | $234K | Hold | 
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| 
        
          
      
        2020
         Q4  | $209K | Buy | 
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| 
        
          
      
        2019
         Q4  | – | Sell | 
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| 
        
          
      
        2019
         Q3  | $301K | Hold | 
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| 
        
          
      
        2019
         Q2  | $295K | Hold | 
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| 
        
          
      
        2019
         Q1  | $257K | Hold | 
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| 
        
          
      
        2018
         Q4  | $243K | Hold | 
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| 
        
          
      
        2018
         Q3  | $292K | Buy | 
         |