EWA
Etesian Wealth Advisors’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Hold |
657
| – | – | 0.18% | 97 |
|
|
2025
Q1 | $442K | Sell |
657
-5
| -0.8% | -$3.37K | 0.19% | 99 |
|
|
2024
Q4 | $377K | Buy |
662
+5
| +0.8% | +$2.85K | 0.17% | 113 |
|
|
2024
Q3 | $325K | Sell |
657
-20
| -3% | -$9.89K | 0.15% | 121 |
|
|
2024
Q2 | $395K | Sell |
677
-66
| -9% | -$38.5K | 0.22% | 95 |
|
|
2024
Q1 | $399K | Sell |
743
-142
| -16% | -$76.2K | 0.23% | 94 |
|
|
2023
Q4 | $405K | Sell |
885
-6
| -0.7% | -$2.75K | 0.24% | 91 |
|
|
2023
Q3 | $387K | Sell |
891
-182
| -17% | -$79.1K | 0.26% | 91 |
|
|
2023
Q2 | $459K | Sell |
1,073
-248
| -19% | -$106K | 0.3% | 88 |
|
|
2023
Q1 | $470K | Hold |
1,321
| – | – | 0.31% | 87 |
|
|
2022
Q4 | $496K | Buy |
+1,321
| New | +$496K | 0.36% | 86 |
|