EWM
Evercore Wealth Management’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Sell |
16,122
-344
| -2% | -$252K | 0.18% | 63 |
|
|
2025
Q1 | $11.1M | Sell |
16,466
-3,202
| -16% | -$2.15M | 0.18% | 62 |
|
|
2024
Q4 | $11.2M | Buy |
19,668
+730
| +4% | +$416K | 0.17% | 63 |
|
|
2024
Q3 | $9.36M | Sell |
18,938
-2,430
| -11% | -$1.2M | 0.14% | 76 |
|
|
2024
Q2 | $12.5M | Sell |
21,368
-338
| -2% | -$197K | 0.2% | 59 |
|
|
2024
Q1 | $11.7M | Sell |
21,706
-225
| -1% | -$121K | 0.18% | 60 |
|
|
2023
Q4 | $10.2M | Buy |
21,931
+856
| +4% | +$396K | 0.17% | 65 |
|
|
2023
Q3 | $9.16M | Sell |
21,075
-377
| -2% | -$164K | 0.17% | 67 |
|
|
2023
Q2 | $9.17M | Sell |
21,452
-260
| -1% | -$111K | 0.17% | 67 |
|
|
2023
Q1 | $7.73M | Sell |
21,712
-930
| -4% | -$331K | 0.15% | 70 |
|
|
2022
Q4 | $8.49M | Sell |
22,642
-2,694
| -11% | -$1.01M | 0.18% | 67 |
|
|
2022
Q3 | $8.61M | Sell |
25,336
-467
| -2% | -$159K | 0.19% | 62 |
|
|
2022
Q2 | $8.42M | Sell |
25,803
-325
| -1% | -$106K | 0.18% | 63 |
|
|
2022
Q1 | $8M | Sell |
26,128
-75
| -0.3% | -$23K | 0.14% | 74 |
|
|
2021
Q4 | $6.51M | Hold |
26,203
| – | – | 0.11% | 89 |
|
|
2021
Q3 | $5.22M | Sell |
26,203
-3,690
| -12% | -$736K | 0.09% | 101 |
|
|
2021
Q2 | $5.72M | Sell |
29,893
-427
| -1% | -$81.7K | 0.1% | 99 |
|
|
2021
Q1 | $5.91M | Sell |
30,320
-1,435
| -5% | -$280K | 0.12% | 96 |
|
|
2020
Q4 | $5.52M | Sell |
31,755
-1,015
| -3% | -$177K | 0.12% | 95 |
|
|
2020
Q3 | $4.88M | Sell |
32,770
-135
| -0.4% | -$20.1K | 0.12% | 91 |
|
|
2020
Q2 | $5.05M | Sell |
32,905
-2,355
| -7% | -$361K | 0.13% | 86 |
|
|
2020
Q1 | $4.77M | Sell |
35,260
-4,449
| -11% | -$602K | 0.16% | 81 |
|
|
2019
Q4 | $5.49M | Sell |
39,709
-3,117
| -7% | -$431K | 0.15% | 85 |
|
|
2019
Q3 | $5.85M | Sell |
42,826
-4,477
| -9% | -$612K | 0.17% | 77 |
|
|
2019
Q2 | $6.36M | Sell |
47,303
-2,219
| -4% | -$298K | 0.19% | 74 |
|
|
2019
Q1 | $5.8M | Sell |
49,522
-1,180
| -2% | -$138K | 0.19% | 79 |
|
|
2018
Q4 | $5.6M | Sell |
50,702
-4,710
| -8% | -$520K | 0.21% | 75 |
|
|
2018
Q3 | $7.35M | Sell |
55,412
-907
| -2% | -$120K | 0.24% | 72 |
|
|
2018
Q2 | $7.51M | Sell |
56,319
-777
| -1% | -$104K | 0.26% | 68 |
|
|
2018
Q1 | $8.04M | Sell |
57,096
-5,415
| -9% | -$763K | 0.31% | 62 |
|
|
2017
Q4 | $9.75M | Sell |
62,511
-2,046
| -3% | -$319K | 0.36% | 54 |
|
|
2017
Q3 | $9.92M | Hold |
64,557
| – | – | 0.39% | 53 |
|
|
2017
Q2 | $10.6M | Sell |
64,557
-5,000
| -7% | -$823K | 0.41% | 53 |
|
|
2017
Q1 | $10.3M | Sell |
69,557
-6,277
| -8% | -$931K | 0.4% | 57 |
|
|
2016
Q4 | $10.7M | Sell |
75,834
-118,718
| -61% | -$16.7M | 0.44% | 55 |
|
|
2016
Q3 | $32.4M | Sell |
194,552
-910
| -0.5% | -$152K | 1.34% | 29 |
|
|
2016
Q2 | $36.5M | Sell |
195,462
-8,683
| -4% | -$1.62M | 1.61% | 22 |
|
|
2016
Q1 | $32.1M | Buy |
204,145
+18,012
| +10% | +$2.83M | 1.42% | 28 |
|
|
2015
Q4 | $36.7M | Buy |
186,133
+29,852
| +19% | +$5.89M | 1.7% | 16 |
|
|
2015
Q3 | $29M | Buy |
156,281
+5,090
| +3% | +$944K | 1.38% | 23 |
|
|
2015
Q2 | $34M | Buy |
151,191
+2,174
| +1% | +$488K | 1.53% | 17 |
|
|
2015
Q1 | $33.7M | Sell |
149,017
-726
| -0.5% | -$164K | 1.55% | 13 |
|
|
2014
Q4 | $31.1M | Buy |
149,743
+1,481
| +1% | +$308K | 1.55% | 20 |
|
|
2014
Q3 | $28.9M | Sell |
148,262
-1,356
| -0.9% | -$264K | 1.45% | 18 |
|
|
2014
Q2 | $27.9M | Buy |
149,618
+16,559
| +12% | +$3.08M | 1.44% | 17 |
|
|
2014
Q1 | $23.5M | Sell |
133,059
-2,578
| -2% | -$455K | 1.32% | 21 |
|
|
2013
Q4 | $21.9M | Buy |
135,637
+2,985
| +2% | +$481K | 1.2% | 24 |
|
|
2013
Q3 | $17M | Buy |
132,652
+3,300
| +3% | +$423K | 0.97% | 29 |
|
|
2013
Q2 | $14.8M | Buy |
+129,352
| New | +$14.8M | 0.84% | 36 |
|