Ethos Financial Group’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-678
| Closed | -$387K | – | 505 |
|
|
2025
Q1 | $387K | Hold |
678
| – | – | 0.04% | 282 |
|
|
2024
Q4 | $387K | Buy |
678
+31
| +5% | +$17.7K | 0.05% | 191 |
|
|
2024
Q3 | $320K | Sell |
647
-76
| -11% | -$37.6K | 0.05% | 189 |
|
|
2024
Q2 | $423K | Buy |
723
+31
| +4% | +$18.1K | 0.07% | 154 |
|
|
2024
Q1 | $372K | Buy |
692
+169
| +32% | +$90.9K | 0.07% | 181 |
|
|
2023
Q4 | $242K | Buy |
+523
| New | +$242K | 0.05% | 221 |
|