EFS
Essex Financial Services’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Buy |
2,969
+66
| +2% | +$48.4K | 0.14% | 145 |
|
|
2025
Q1 | $1.95M | Sell |
2,903
-56
| -2% | -$37.7K | 0.14% | 144 |
|
|
2024
Q4 | $1.69M | Buy |
2,959
+105
| +4% | +$59.9K | 0.12% | 161 |
|
|
2024
Q3 | $1.44M | Sell |
2,854
-198
| -6% | -$100K | 0.1% | 182 |
|
|
2024
Q2 | $1.67M | Buy |
3,052
+381
| +14% | +$209K | 0.12% | 161 |
|
|
2024
Q1 | $1.43M | Sell |
2,671
-211
| -7% | -$113K | 0.13% | 157 |
|
|
2023
Q4 | $1.33M | Buy |
2,882
+152
| +6% | +$70.4K | 0.14% | 146 |
|
|
2023
Q3 | $1.19M | Buy |
2,730
+1
| +0% | +$435 | 0.14% | 152 |
|
|
2023
Q2 | $1.17M | Buy |
2,729
+83
| +3% | +$35.5K | 0.13% | 159 |
|
|
2023
Q1 | $942K | Sell |
2,646
-169
| -6% | -$60.2K | 0.1% | 186 |
|
|
2022
Q4 | $1.06M | Buy |
2,815
+16
| +0.6% | +$6K | 0.11% | 173 |
|
|
2022
Q3 | $951K | Buy |
2,799
+40
| +1% | +$13.6K | 0.11% | 170 |
|
|
2022
Q2 | $900K | Sell |
2,759
-116
| -4% | -$37.8K | 0.1% | 194 |
|
|
2022
Q1 | $880K | Buy |
2,875
+158
| +6% | +$48.4K | 0.08% | 218 |
|
|
2021
Q4 | $675K | Buy |
2,717
+291
| +12% | +$72.3K | 0.07% | 249 |
|
|
2021
Q3 | $484K | Buy |
2,426
+650
| +37% | +$130K | 0.06% | 274 |
|
|
2021
Q2 | $346K | Hold |
1,776
| – | – | 0.05% | 292 |
|
|
2021
Q1 | $346K | Sell |
1,776
-635
| -26% | -$124K | 0.06% | 238 |
|
|
2020
Q4 | $419K | Hold |
2,411
| – | – | 0.08% | 207 |
|
|
2020
Q3 | $359K | Buy |
2,411
+100
| +4% | +$14.9K | 0.09% | 201 |
|
|
2020
Q2 | $355K | Sell |
2,311
-100
| -4% | -$15.4K | 0.11% | 174 |
|
|
2020
Q1 | $326K | Buy |
2,411
+20
| +0.8% | +$2.7K | 0.12% | 174 |
|
|
2019
Q4 | $331K | Buy |
+2,391
| New | +$331K | 0.09% | 193 |
|
|
2018
Q1 | – | Sell |
-1,641
| Closed | -$256K | – | 364 |
|
|
2017
Q4 | $256K | Sell |
1,641
-19
| -1% | -$2.96K | 0.06% | 234 |
|
|
2017
Q3 | $255K | Buy |
1,660
+44
| +3% | +$6.76K | 0.06% | 227 |
|
|
2017
Q2 | $266K | Sell |
1,616
-200
| -11% | -$32.9K | 0.06% | 286 |
|
|
2017
Q1 | $269K | Buy |
+1,816
| New | +$269K | 0.06% | 262 |
|
|
2016
Q3 | – | Sell |
-1,214
| Closed | -$227K | – | 315 |
|
|
2016
Q2 | $227K | Buy |
+1,214
| New | +$227K | 0.05% | 268 |
|
|
2016
Q1 | – | Sell |
-1,205
| Closed | -$238K | – | 317 |
|
|
2015
Q4 | $238K | Hold |
1,205
| – | – | 0.06% | 269 |
|
|
2015
Q3 | $223K | Hold |
1,205
| – | – | 0.06% | 283 |
|
|
2015
Q2 | $271K | Hold |
1,205
| – | – | 0.07% | 251 |
|
|
2015
Q1 | $273K | Buy |
1,205
+21
| +2% | +$4.76K | 0.07% | 253 |
|
|
2014
Q4 | $246K | Hold |
1,184
| – | – | 0.06% | 265 |
|
|
2014
Q3 | $230K | Hold |
1,184
| – | – | 0.07% | 264 |
|
|
2014
Q2 | $220K | Hold |
1,184
| – | – | 0.07% | 274 |
|
|
2014
Q1 | $209K | Buy |
+1,184
| New | +$209K | 0.07% | 266 |
|