ECM
Evergreen Capital Management’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Buy |
3,339
+1
| +0% | +$734 | 0.07% | 239 |
|
|
2025
Q1 | $2.25M | Sell |
3,338
-5,512
| -62% | -$3.72M | 0.08% | 239 |
|
|
2024
Q4 | $5.05M | Buy |
8,850
+396
| +5% | +$226K | 0.16% | 150 |
|
|
2024
Q3 | $4.19M | Sell |
8,454
-148
| -2% | -$73.3K | 0.14% | 171 |
|
|
2024
Q2 | $5.03M | Sell |
8,602
-655
| -7% | -$383K | 0.18% | 141 |
|
|
2024
Q1 | $4.98M | Sell |
9,257
-2,101
| -18% | -$1.13M | 0.19% | 135 |
|
|
2023
Q4 | $5.27M | Sell |
11,358
-120
| -1% | -$55.6K | 0.22% | 131 |
|
|
2023
Q3 | $5M | Buy |
11,478
+239
| +2% | +$104K | 0.22% | 132 |
|
|
2023
Q2 | $4.81M | Buy |
11,239
+266
| +2% | +$114K | 0.2% | 138 |
|
|
2023
Q1 | $3.91M | Buy |
10,973
+139
| +1% | +$49.6K | 0.18% | 146 |
|
|
2022
Q4 | $4.07M | Sell |
10,834
-73
| -0.7% | -$27.4K | 0.19% | 138 |
|
|
2022
Q3 | $3.71M | Sell |
10,907
-84
| -0.8% | -$28.6K | 0.19% | 142 |
|
|
2022
Q2 | $3.59M | Sell |
10,991
-2,888
| -21% | -$943K | 0.19% | 143 |
|
|
2022
Q1 | $4.25M | Sell |
13,879
-5,106
| -27% | -$1.56M | 0.17% | 151 |
|
|
2021
Q4 | $4.72M | Buy |
18,985
+1,694
| +10% | +$421K | 0.19% | 140 |
|
|
2021
Q3 | $3.45M | Buy |
17,291
+223
| +1% | +$44.5K | 0.16% | 153 |
|
|
2021
Q2 | $3.26M | Buy |
17,068
+461
| +3% | +$88.2K | 0.16% | 148 |
|
|
2021
Q1 | $3.24M | Buy |
16,607
+15,101
| +1,003% | +$2.95M | 0.17% | 138 |
|
|
2020
Q4 | $262K | Sell |
1,506
-47
| -3% | -$8.18K | 0.02% | 368 |
|
|
2020
Q3 | $231K | Sell |
1,553
-219
| -12% | -$32.6K | 0.02% | 364 |
|
|
2020
Q2 | $272K | Buy |
1,772
+101
| +6% | +$15.5K | 0.02% | 322 |
|
|
2020
Q1 | $226K | Buy |
+1,671
| New | +$226K | 0.02% | 312 |
|
|
2019
Q4 | – | Sell |
-1,634
| Closed | -$223K | – | 477 |
|
|
2019
Q3 | $223K | Hold |
1,634
| – | – | 0.02% | 369 |
|
|
2019
Q2 | $220K | Buy |
+1,634
| New | +$220K | 0.02% | 372 |
|
|
2018
Q3 | – | Sell |
-1,590
| Closed | -$212K | – | 403 |
|
|
2018
Q2 | $212K | Buy |
1,590
+75
| +5% | +$10K | 0.02% | 331 |
|
|
2018
Q1 | $213K | Buy |
1,515
+15
| +1% | +$2.11K | 0.02% | 331 |
|
|
2017
Q4 | $234K | Buy |
+1,500
| New | +$234K | 0.02% | 217 |
|
|
2017
Q3 | – | Sell |
-5,285
| Closed | -$870K | – | 195 |
|
|
2017
Q2 | $870K | Buy |
5,285
+3,345
| +172% | +$551K | 0.14% | 90 |
|
|
2017
Q1 | $288K | Sell |
1,940
-440
| -18% | -$65.3K | 0.06% | 93 |
|
|
2016
Q4 | $334K | Sell |
2,380
-23,479
| -91% | -$3.29M | 0.06% | 100 |
|
|
2016
Q3 | $4.31M | Sell |
25,859
-275
| -1% | -$45.9K | 0.85% | 36 |
|
|
2016
Q2 | $4.88M | Sell |
26,134
-35
| -0.1% | -$6.53K | 1.06% | 29 |
|
|
2016
Q1 | $4.12M | Buy |
26,169
+11,545
| +79% | +$1.82M | 0.94% | 31 |
|
|
2015
Q4 | $2.88M | Sell |
14,624
-225
| -2% | -$44.4K | 0.69% | 43 |
|
|
2015
Q3 | $2.75M | Buy |
14,849
+133
| +0.9% | +$24.6K | 0.71% | 46 |
|
|
2015
Q2 | $3.31M | Sell |
14,716
-329
| -2% | -$74K | 0.81% | 41 |
|
|
2015
Q1 | $3.4M | Sell |
15,045
-1,763
| -10% | -$399K | 0.75% | 46 |
|
|
2014
Q4 | $3.27M | Hold |
16,808
| – | – | 0.64% | 54 |
|
|
2014
Q3 | $3.27M | Buy |
16,808
+195
| +1% | +$38K | 0.64% | 56 |
|
|
2014
Q2 | $3.09M | Sell |
16,613
-6
| -0% | -$1.12K | 0.61% | 59 |
|
|
2014
Q1 | $2.93M | Sell |
16,619
-160
| -1% | -$28.2K | 0.59% | 59 |
|
|
2013
Q4 | $2.71M | Sell |
16,779
-10,698
| -39% | -$1.73M | 0.49% | 68 |
|
|
2013
Q3 | $3.53M | Sell |
27,477
-65
| -0.2% | -$8.34K | 0.57% | 62 |
|
|
2013
Q2 | $3.15M | Buy |
+27,542
| New | +$3.15M | 0.48% | 63 |
|