Estate Counselors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,385
| Closed | -$1.93M | – | 110 |
|
|
2024
Q4 | $1.93M | Hold |
3,385
| – | – | 0.21% | 59 |
|
|
2024
Q3 | $1.67M | Hold |
3,385
| – | – | 0.17% | 63 |
|
|
2024
Q2 | $1.98M | Sell |
3,385
-20
| -0.6% | -$11.7K | 0.22% | 41 |
|
|
2024
Q1 | $1.83M | Hold |
3,405
| – | – | 0.21% | 52 |
|
|
2023
Q4 | $1.58M | Hold |
3,405
| – | – | 0.19% | 70 |
|
|
2023
Q3 | $1.48M | Sell |
3,405
-12
| -0.4% | -$5.22K | 0.2% | 68 |
|
|
2023
Q2 | $1.46M | Hold |
3,417
| – | – | 0.18% | 64 |
|
|
2023
Q1 | $1.22M | Buy |
3,417
+2
| +0.1% | +$712 | 0.16% | 78 |
|
|
2022
Q4 | $1.28M | Hold |
3,415
| – | – | 0.18% | 79 |
|
|
2022
Q3 | $1.16M | Sell |
3,415
-1,955
| -36% | -$664K | 0.18% | 65 |
|
|
2022
Q2 | $1.75M | Sell |
5,370
-70
| -1% | -$22.8K | 0.26% | 51 |
|
|
2022
Q1 | $1.67M | Hold |
5,440
| – | – | 0.22% | 61 |
|
|
2021
Q4 | $1.35M | Buy |
5,440
+100
| +2% | +$24.9K | 0.16% | 74 |
|
|
2021
Q3 | $1.06M | Buy |
5,340
+60
| +1% | +$12K | 0.13% | 97 |
|
|
2021
Q2 | $1.01M | Buy |
5,280
+105
| +2% | +$20.1K | 0.13% | 104 |
|
|
2021
Q1 | $1.01M | Buy |
+5,175
| New | +$1.01M | 0.15% | 104 |
|